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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

About Gerald Stefanelli

I have been working with individuals and businesses since 1985 to deliver quality plans to help achieve goals and objectves that aim to meet both personal and business needs.

I am licensed to sell a variety of investment and insurance products.

I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

 

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