Donn Gerelli Associates Insurance Agency, Inc.
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Financial Planning

Let's protect your financial future. Speak with our financial experts about available solutions for savings, retirement, investments and more.

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What is a Financial Planner?

A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.

Financial Products

Here are a few of the financial products we assist clients with:
  • Annuities - Fixed Annuities, Fixed Index Annuities, Income Annuities, Annuity Living Benefits
  • IRAs - Rollover IRAs, Traditional IRAs, Roth IRAs, IRAs for Spouses, SEP IRAs, SIMPLE IRAs
  • Life Insurance - Term Life Insurance, Universal Life Insurance, Indexed Universal Life Insurance, Variable Universal Life Insurance, Survivorship Life
  • Workplace Retirement Plans - 401k Plans, 401a Plans, 403b Plans, 457 Plans, SEP IRAs, SIMPLE IRAs
  • College Savings Plans - 529 Plans, Coverdell Education Savings Plans, UGMA and UTMA Custodial Accounts
  • Employee Benefits Plans - Critical Illness, Accident Insurance, Group Life Insurance, Group Disability Insurance.

You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
(914) 271-6600
Croton Professional Building
321 S. Riverside Avenue
Croton-on-Hudson, NY 10520
Click Here to Email Us
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Donn Gerelli Associates
​Insurance Agency, Inc.

Croton Professional Building
321 S. Riverside Avenue
Croton-on-Hudson, NY 10520​
(914) 271-6600​
Click Here to Email Us

Location

New Croton Dam NY1.jpg Photo by Acroterion | CC-BY-SA-3.0 | Website by InsuranceSplash
  • Home
  • Quotes
    • Auto Quotes >
      • Auto Quote
      • ATV Insurance Quote
      • Boat Insurance Quote
      • Classic Car Insurance Quote
      • Roadside Assistance Quote
      • Motorcycle Quote
      • RV Insurance Quote
    • Property Quotes >
      • Home Insurance Quote
      • Community Associations Quote
      • Condo/COOP/Unit Owners Insurance Quote
      • Earthquake Insurance Quote
      • Flood Insurance Quote
      • Landlords Insurance Quote
      • Renters Insurance Quote
    • Business Quotes >
      • Business Insurance Quote
      • Commercial Auto Insurance Quotes
      • Commercial Bonds Quote
      • Workers Compensation Quote
    • Health Quotes >
      • Long Term Care Insurance Quote
    • Life Quotes >
      • Life Insurance Quote
    • Other Quotes >
      • Event Insurance Quote
      • Wedding Insurance Quote
  • Service
    • Request a COI
    • Report a Claim
    • Make a Payment
    • Update Contact Info
    • Policy Changes
    • Policy Review
    • Online Documents
    • Free Consultation
  • Insurance
    • Vehicles >
      • Auto Insurance
      • ATV Insurance
      • Boat Insurance
      • Classic Car Insurance
      • Motorcycle Insurance
      • Roadside Assistance
      • RV Insurance
    • Property >
      • Home Insurance
      • Community Associations Insurance
      • Condo/COOP/Unit Owners Insurance
      • Earthquake Insurance
      • Flood Insurance
      • Landlords Insurance
      • Renters Insurance
    • Business >
      • Business Insurance
      • Commercial Auto Insurance
      • Commercial Bonds
      • Workers Compensation
    • Health >
      • Long Term Care Insurance
    • Life >
      • Life Insurance
    • Other >
      • Event Insurance
      • Wedding Insurance
  • About
    • Staff Directory
    • Client Testimonials
    • Refer a Friend
    • Careers
    • Agency Photo Gallery
    • Videos
    • Accessibility Statement
    • Privacy Policy
    • Blog
  • Resources
    • Insurance Terms
    • Defensive Driving
  • Contact