Joseph Anthony Pezzo
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All 50 States
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I began my career in 2014 as a Corporate Tax Accountant in Stamford, CT after graduating from the University of Michigan (GO BLUE!) and in 2018 entered the Financial Services industry with Northwestern Mutual. The following year I decided to go independent so that I could earn the ability to service individuals and groups of people from ALL socio-economic backgrounds to address their financial needs. In April 2022, I teamed up with Corporate Plans Retirement Strategies, LLC as an additional resource to their existing clients. While I still keep a strong focus on individual financial and insurance planning, I’ve expanded my services to offer benefits (group retirement, group health, etc.) to businesses of all sizes and their employees. Outside of the office, you can find me trail running on a nearby mountain, chasing down the local food trucks, lounging under the sun with a good book or frequenting the neighborhood dog park with my pup Holly. I live with my fur baby and my lovely girlfriend Natalie, splitting time between the beautiful Hudson Valley in New York and Houston, Texas.
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Joseph A. Pezzo is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely through Equity Services, Inc., Member FINRA/SIPC, 333 Westchester Avenue, South Building Suite 3302, White Plains, NY  10604, 914-428-4000.  Corporate Plans Retirement Strategies, LLC. is  independent of Equity Services, Inc.
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.