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  • WHO WE ARE
    • Our Mission
    • Our Team
    • Our Services
  • HOW WE DO IT
    • Our Process
    • Common Planning Concerns
    • Our Resources
  • WHO WE SERVE
    • Our Typical Clients
  • EDUCATION
    • In The News
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Our Mission

“Do not go where the path may lead, go instead where there is no path and leave a trail.”

-Ralph Waldo Emerson


Our mission is to help our clients define what they want to accomplish from both a personal and business perspective.
In essence we help our clients crystallize their lifelong goals and objectives. Our primary responsibility is to guide our clients through the planning process and ultimately get the job done, by getting our clients to take action.
Our business utilizes a client-centered process, which involves designing and implementing customized financial planning1, estate planning and business exit planning solutions, coupled with unparalleled service.
Disclosure

Joseph Auteri is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0B79980), DE, FL, GA, MA, MD, NJ, NY, PA, SC, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Joseph Auteri is licensed and authorized to offer insurance in California, but Tradecraft Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Joseph Auteri is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6106 Jensen View Ave, Apollo Beach, FL, 33572, 484-461-4001. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, DE, FL, GA, IL, MA, MD, ME, MN, NJ, NY, PA, TX, VA, VT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Joseph Auteri is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, DE, FL, GA, IL, MA, MD, ME, MN, NJ, NY, PA, TX, VA, VT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Tradecraft Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Tradecraft Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here

OUR LOCATION

6106 Jensen View Ave

The West Wing at Serendipity

Apollo Beach, FL 33572

Tradecraft Financial Group, LLC Logo
Tradecraft Financial Group, LLC

Joseph A. Auteri

Financial Advisor

CONTACT US

(484) 461-4001
(610) 664-7270
Joe@TradecraftFG.com
  • WHO WE ARE
    • Our Mission
    • Our Team
    • Our Services
  • HOW WE DO IT
    • Our Process
    • Common Planning Concerns
    • Our Resources
  • WHO WE SERVE
    • Our Typical Clients
  • EDUCATION
    • In The News
    • Video Learning Library
  • CONTACT
  • CLIENT LOGIN

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