John Nagle-Caraluzzo

My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I offer total financial needs analysis, including access to trust services*, through a network of experienced professionals with detailed knowledge in:

• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.

I am licensed to sell insurance in: NY, PA, FL

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 400 Meridian Centre, Suite 101, Rochester, NY 14618

*Trust services offered through The MassMutual Trust Company, FSB.  The MassMutual Trust Company, FSB is a federal savings bank and a wholly owned subsidiary of Massachusetts Mutual Life Insurance Company.