Mary Pucciarelli

Financial Services Representative
Financial Planner

371 Hoes Lane, Suite 204
Piscataway, NJ 08854

Phone: (732)394-4335
Fax: (732)981-1921
E-mail: mpucciarelli@metlife.com

Business Philosophy
Individuals:  My mission is to be a trusted source of advice to my clients and to help them achieve financial objectives through a various array of financial products and investment services that are designed to meet their present and future needs.  Many clients do a good job in accumulating their assets but fail to plan for the unexpected.  You can count on me to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.

It is extremely important to me that you understand the value of preparing now for your financial future.  I offer educational services that can help you make informed decisions in choosing the appropriate products and services to fit your needs.  I can also provide you with a full assessment of your financial needs which includes a retirement needs analysis and investment portfolio analysis.   

Businesses:  I work with employers to review and develop employee benefits and implement programs that provide products and services that meet employer/employee needs.

Personal and Professional Achievements
• Industry experience of over 25 years
• Leaders Conference Qualifier
• SuperStarter Recipient

Associations
• Hamilton-Washington Rotary Club – Board Member
• Robert Wood Johnson Hamilton Foundation – Board Member
• Mercer County Chamber of Commerce 

Products And Services
I offer a wide variety of products and services that can help you achieve your financial goals:

Strategies for:
• Reducing current income taxes
• Funding a college education
• Retirement funding

Analysis of:
• Current investment portfolio
• Insurance needs (e.g., life, disability, long-term care)
• Net worth and cash flow

Business Protection:
• Business Succession Strategies
• Key Person Life Insurance
• Buy-Sell Agreement Funding

Products to help you achieve your goals include:
• Life Insurance
• Annuities
• Mutual Funds
• Roth & Traditional, and Rollover IRAs
• 403(b), 401(k), SEPs, Keoghs & SIMPLE Plans
• Disability Income Insurance
• Long-Term Care Insurance
• Group Life, Disability, Long-Term Care Insurance
• Group Health and Dental
 

Mary Pucciarelli is a Financial Planner with MetLife Securities, Inc. (MSI). Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities and investment advisory services are offered by MSI (member FINRA, SIPC) and a registered investment adviser. Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency, Inc. (EGA), Somerset, NJ 08873. MSI, MLIC and the EGA are MetLife Companies. L0210089672[exp0211][NJ,NY,PA]