A financial plan that’s unique to you.

Angelo Piccolo is a Financial Advisor with Osaic Institutions Inc. and VP at Ion Investments. As an advisor he works with individuals, families and businesses to define your financial goals and build a plan that is unique to you. Angelo holds the Certified in Social Security Claiming Strategies (CSSCS) designation, the only designation in the financial services industry that focuses exclusively on the nuances of Social Security retirement planning. He received his Bachelor of Science degree in Business Management from Mercy College. Angelo holds FINRA Series 6, 63, 65, and 7 registrations and life insurance licenses in both Connecticut and New York.