Thomas J. Fiorelli, III CFP<sup>&reg;</sup> - Financial Advisor

Thomas J. Fiorelli, III CFP®

Strategic Planning Associates, LLC

1548 Main St
Peckville, PA 18452
(570) 487-1983 x11


Thomas Fiorelli is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Strategic Planning Associates, LLC in Peckville, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance: PA
  • Health/disability insurance: PA
  • Property/casualty: PA
  • Fixed annuities: PA
  • Variable annuities: PA

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Securities offered through Cadaret, Grant and Company, Inc. member FINRA/SIPC. Strategic Planning Associates, LLC and Cadaret, Grant and Company, Inc. are separate entities.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning


Helpful Financial Planning Resources