About Us

Peroni Financial Group, LLC

We are committed to doing the right thing for our clients, knowing that people matter, while holding to the highest of standards.

Our mission is to use our combined skills and financial knowledge to help you and those important to you enjoy financial security and prosperity throughout your lifetime. Your success is so important – and we are committed to working tirelessly to create the right strategies to optimize your wealth building potential and financial well being.

We offer an array of specialized strategies that address virtually all of your financial needs. The Living Balance Sheet® is a state-of-the-art planning tool that provides you with a detailed, holistic view of your financial world at any given time and helps us work with you to model and address a variety of financial scenarios and outcomes.

Knowing how quickly events can change, we stay abreast of current legislation and trends, and how they might impact your financial future.

Our relationships are based on trust, strategy, education, new ideas, proper implementation and on-going service.  We work to preserve, protect and enhance the wealth of our clients through proper planning which becomes a joint effort.  Brett provides the guidance and education necessary for clients to make informed decisions so they will have the best opportunity for success.

Let us help you make decisions that will often make a lifetime impact for the better!


Compliance number: 2017-48962

Submission #2017-48962 Exp 11/19.  Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Avenue, 4th Floor, Suite N409, Rye Brook, NY 10573, ph# 914-288-8800.
PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY.  Peroni Financial Group is not an affiliate or subsidiary of PAS or Guardian.

The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2018 The Guardian Life Insurance Company of America. 

Important Disclosures

Check the background of our investment professionals on FINRA’s BrokerCheck.

This material is intended for general public use.  By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity.  Please contact one of our financial professionals for guidance and information specific to your individual situation.