Joseph Spinelli

Investment Advisor Representative

Joseph Spinelli has been a Financial Professional since August 1995 and is a graduate of the State University at the College at Brockport. His main objective is to assist clients in achieving their financial goals and objectives; in other words, their “life’s dreams.”

Joe understands that service is the key to creating and maintaining a relationship with his clients. He knows each client is unique and focuses on their individual financial goals and needs. With appropriate strategies and ongoing reviews, Joe will work with you to achieve your desired results.

Joe provides services to individuals, families, and small business owners through financial planning in New York, Arizona, California, Florida, North Carolina, Nevada, Puerto Rico, and South Carolina in the areas of:
• Retirement
• Education Funding
• Investment Planning
• Life Insurance, Long Term Care, and Disability Insurance
• Tax Planning
• Annuities
• Estate Planning




Joe holds the following FINRA licenses:

• Series 6 - Investment Company Products/Variable Contracts Representative Examination


• Series 65 - Uniform Investment Adviser Law Examination


• Series 63 - Uniform Securities Agent State Law Examination