Joseph L. Soricelli “Joe” is a trusted, independent consultant who has successfully helped his clients, friends and family improve their life through better planning for their finances, health care and real estate concerns. His expertise in helping them understand and plan for all Four Stages of Retirement has helped them live more comfortably with less stress.
Joe has over 30 years planning experience. Joe has been a Registered Representative and Investment Advisor since 1985 experiencing all market conditions, which has provided a broad wealth of knowledge and experience for his clients to benefit. Joe is AIFA certified. He is a Senior Real Estate Specialist and he is a Certified Medicaid Planner. Plus, as Joe and his clients have aged, and new issues and situations come up, Joe has continually educated himself to meet and manage the needs of his clients today for tomorrow.
Joe really cares about people. He continually gives back to the community giving presentations about a wide-array of Aging Issues that we all will face at some point in our lives. (Examples: Medicare, Medicaid, Long-Term Care, Housing, Estate Planning, Income Planning, Asset Protection, and Fraud Prevention). In addition, Joe is a strong advocate of senior housing.
Joe has received many awards over his 30-year career. He is married with three grown children, is active in his church, Lions Club and at the Alzheimer’s Association, as well as The Westchester Parks Foundation. He serves his hometown as a zoning board member and assists in stage production at his local high school and Community Theater.
Give Joe a call. He is happy to assist you with your needs and confidentiality is always guaranteed.
While moving through your life, long term care decisions overwhelming or worse, forgotten. To help accomplish your goals you need an experienced helmsman as a guide on your journey. As a long-term care sales representative with Aging Issues Management, I have a conversation that matters and take actions that make a difference,
Jim resides in Cortlandt Manor, Westchester NY with his wife, Lisa of 32 years and together they have 2 daughters. In Jim’s free time he enjoys sailing.
Email Jim. He is happy to assist you with your needs and confidentiality is always guaranteed.
Email David. He is happy to assist you with your needs and confidentiality is always guaranteed.
Crafting plans for issues such as long-term care while preserving assets, including Medicaid planning
Helping senior citizens with family financial decisions related to housing.
Educating the public on various elements of estate and Medicaid planning.
Give us a call or send over a message and we’ll get back to you within 24hrs.