Our group is excited to be positioned with our clients to achieve financial goals with transparency, expanded capabilities and a focused service model. That is why we have joined with Bernardo Wealth Planning, A Registered Investment Advisor, to give us the independence we need to better serve our clients.

 

Anyone who has taken a thorough look at the major areas of his or her financial life, needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. We believe, our group can help you reach those results with an in-depth evaluation of your financial profile.

 

This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.

Tracy Zullo has been a wealth advisor for the past 18 years holding undergraduate degree in Business / Finance and economic from Shepherd University. In addition holds a masters degree in business management from Wilkes university. Managing over 100 million dollars for the past 10 years and a 10 time chairmans council member as a top advisor he has also been acknowledged as a top adviser under 40 on two separate occasions. He has advised clients across the united state with a focus on estate planning and wealth transferring.

 

He works with numerous non profits organization and has developed a long standing process of personal wealth management. Every client is delivered a personal financial plan that is actually updated for their specific goals and exceptions.

Sandra began her career in the financial industry in February 1987 with Butcher & Singer Inc.  She started as a Sales Assistant to the Branch Manager and soon became the Operations Manager in 1990.  Through the years the name changed many times and ultimately became Wells Fargo Advisors. Her positions also evolved including Administrative Manager and Senior Vice President, Wealth Management.  Galdieri is well versed in all avenues of investment management as well as the compliance necessary to manage risk.  Sandi has passed the series 7,63,65,9 and 10 Exams.

 

Sandi attended the University of Scranton Dexter Hanley program and currently serves as the President of the Deutsch Institute of Scranton.  She lives in Moscow, PA with her son Anthony.

 

We are able to provide our clients a broad spectrum of financial industry leading companies and products to help with Investments, Insurance, Estate Planning, Charitable Giving, Trusts as well as Corporate Accounts.

 

 

Tracy Zullo has been a wealth advisor for the past 18 years holding undergraduate degree in Business / Finance and economic from Shepherd University. In addition holds a masters degree in business management from Wilkes university. Managing over 100 million dollars for the past 10 years and a 10 time chairmans council member as a top advisor he has also been acknowledged as a top adviser under 40 on two separate occasions. He has advised clients across the united state with a focus on estate planning and wealth transferring.

 

He works with numerous non profits organization and has developed a long standing process of personal wealth management. Every client is delivered a personal financial plan that is actually updated for their specific goals and exceptions.

 

Sandra began her career in the financial industry in February 1987 with Butcher & Singer Inc.  She started as a Sales Assistant to the Branch Manager and soon became the Operations Manager in 1990.  Through the years the name changed many times and ultimately became Wells Fargo Advisors. Her positions also evolved including Administrative Manager and Senior Vice President, Wealth Management.  Galdieri is well versed in all avenues of investment management as well as the compliance necessary to manage risk.  Sandi currently holds the series 7,63,65,9 and 10 licenses.

 

Sandi attended the University of Scranton Dexter Hanley program and currently serves as the President of the Deutsch Institute of Scranton.  She lives in Moscow, PA with her son Anthony.