Peroni Financial Group

Peroni Financial Group is a financial planner in Middleborough, MA, located at 64 E Grove St. The firm offers specialized advice to help clients manage their finances, focusing on strategies for growing and protecting money. Services include wealth accumulation, wealth distribution, retirement planning, estate planning, and life and disability income protection. The practice also assists with long-term care insurance, debt elimination, college funding, charitable giving, and business insurance. Additional services cover succession planning, buy-sell agreements, key person training, split dollar arrangements, health and dental insurance, group life coverage, and pension design and administration.

The firm utilizes The Living Balance Sheet®, a planning tool that provides a detailed view of a client's financial world to model and address various scenarios. Founded by Brett Peroni in 2002, the group employs a financial engineering approach to planning. Peroni graduated from Worcester Polytechnic Institute with a B.S. in Management Engineering and a minor in Finance. He is a member of the Million Dollar Round Table and the National Association of Insurance and Financial Advisors. The team provides guidance and education to help clients make informed decisions and achieve financial security.

Securities products and advisory services are offered through Park Avenue Securities LLC, a member of FINRA and SIPC. Peroni Financial Group, LLC is not an affiliate or subsidiary of Park Avenue Securities or Guardian. The firm holds a 5.00 rating based on customer reviews.

BizScoreAI gives Peroni Financial Group a technical score of 92 out of 100, which means the website is secure and easy for search engines to read without errors. The firm also holds a discoverability score of 75 out of 100, ensuring AI crawlers can access every page so the business can be recommended by AI assistants.