joseph-fantozzi_9ee1e10852d34f3ab1082fab13dc1ca5

Joseph Fantozzi

Agency Supervisory Officer & Operations Manager

Professional Story

Insurance Strategies, Retirement Income Planning, Financial Education, Estate Planning, College Funding Strategies, Business Succession Planning, Business Owners

English

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource

MM202503-300856

Check the background of this investment professional on FINRA's BrokerCheck

Personal Story

Monmouth University (2015-2019)

Football
MMA
Golfing
Music

New York Satellite Office - Broad St

80 Broad St.Suite 3102 New York, NY 10004
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New York Satellite Office - Broad St Office