Angelo Piccolo

Angelo Piccolo

AVP, Ion Bank
Infinex Financial Advisor

Office: 203.720.5378
Mobile: 203.725.4394
Fax: 203.720.3308
E-mail:

Website: Visit my web site!

 

Angelo Piccolo is a Financial Advisor with Infinex Investments and AVP at Ion Investments. As an advisor he works with individuals, families and businesses to define your financial goals and build a plan that is unique to you. Angelo holds the Certified in Social Security Claiming Strategies (CSSCS) designation, the only designation in the financial services industry that focuses exclusively on the nuances of Social Security retirement planning. He received his Bachelor of Science degree in Business Management from Mercy College. Angelo holds FINRA Series 6, 63, 65, and 7 registrations and life insurance licenses in both Connecticut and New York.

  • Brokerage Accounts
  • Roth & Traditional IRAs
  • Rollovers & Transfers
  • 401(k) & 403(b)
  • Lifetime Income Strategies

  • Advisory/Managed Money Asset Management
  • SEP & SIMPLE Plans
  • Fixed & Variable Options
  • Access to Estate & Legacy Planning
  • College Planning


 

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Services

Asset & Risk Management

 

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Retirement & Financial Planning

 

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Business Owners & Employer Plans

 

 
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Access to Estate & Legacy Planning

 

College & Life Event Planning

 

Life Insurance & Annuities

 

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