Industry: Social Services

Edward Jones – Financial Advisor Vince Perrotta CEPA®, AAMS™, CRPC™, AWMA™ offers specialized financial guidance with a strong focus on supporting the financial well-being of individuals and families in the community. While Edward Jones is primarily a financial services firm, Vince Perrotta integrates social responsibility and community-oriented advisement to help clients develop long-term strategies for life events such as retirement, education funding, and generational wealth transfer. His approach emphasizes personalized service and values-based investing, with particular attention to clients navigating major life transitions—an area closely aligned with social services. Vince is notably involved in community initiatives and economic education, helping people from diverse backgrounds make informed financial decisions that support both personal goals and broader community stability.

His certifications in areas such as retirement planning (CRPC™), wealth management (AWMA™), and exit planning for business owners (CEPA®) enhance his ability to guide clients through social transitions. By fostering financial literacy and inclusion, his services contribute to economic empowerment—a key pillar of social services. The Lindenhurst office provides a welcoming environment for individuals seeking trustworthy advisement centered on long-term security.

Key Services:

– Personalized financial planning for families and individuals
– Retirement and education funding strategies
– Life transition planning with a community-focused approach
– Wealth transfer and estate guidance
– Values-based and socially responsible investment advising
– Economic education to support financial literacy and empowerment
– One-on-one consultation with a certified advisor
– Friendly, inclusive support tailored to underserved or vulnerable populations