R. Ronald Panigrosso Louis R. Panigrosso President Vice President
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Financial Information and Insurance Programs
That are Truly Independent
Confidential Brokerage Services is a full-service financial firm committed to helping people pursue their financial goals and understanding their insurance needs. We offer a wide range of financial and insurance products to individuals and business owners. WE MARKET NO PROPRIETARY PRODUCTS.
We believe we can help you better identify your goals and make sound financial decisions for you, and your family.
Please call us if you have questions about the financial and insurance services we provide. Confidential Brokerage Services looks forward to hearing from you.
Newsletters
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Big Data for Smaller Players
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
As a consumer, have you noticed shortages? Here are some of the reasons behind supply-chain problems and how they might impact the economy.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Lease Payment
How much would your monthly lease payment be?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.