Angelo Berretta is an expert in Insurance, Retirement Income, and Estate/Elder Planning and has been an Independent Advisory Associate since 1985. For the past 25 years, he has managed assets for numerous clients in many states. Angelo, has been a top producer with various financial service companies. He lectures and conducts seminars in the tri-state area on many financial planning topics for the retirement income and estate planning community, their sponsors, and employees.

Angelo is a member of several financial planning organizations as well as local community groups. Since the first day he began his financial services career, he has remained committed to the financial planning process of helping people and businesses achieve their financial goals. He has been a resident of Mercer County, Hopewell Township, NJ, since 1982.

A principal of his firm, Angelo prides himself on honesty and integrity.
He offers his clients; experience, knowledge, and excellent service. Quite proud of the firm, he asserts that a key characteristic that distinguishes A.V. Berretta from the large corporate financial investment companies is the “feeling of family” among the clientele. Like family, he says our client relationships are very important...communication and trust are imperative. The firm’s priorities for all clientele:

1. to help them accumulate, protect, and preserve their money.

2. to help them save by reducing taxes and paying less

3. to help them set financial priorities so they can reach their financial
goals and live a more satisfying and rewarding life.















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