skip to main content
Main Menu
Tradecraft Financial Group, LLC Logo
  • 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

Our Typical Clients

“There is nothing like a dream to create the future.”

-Victor Hugo


Our ideal client is a goal-oriented individual who understands what he or she wants to accomplish both from a personal, legacy perspective as well as from a business succession perspective, and is prepared to take action to achieve those goals.

Our most successful clients generally include business owners, professionals, senior level corporate executives, and affluent individuals who all share the following characteristics.

Family


  • Strong family commitment and values.

  • Prioritizes family legacy and harmony among members.

  • Clear vision of the future for business and personal life.

  • High level of integrity.

  • Respects long-term relationships.

Community


  • Committed to helping the community through charity or civic organizations.

  • Well respected by their employees and the community.

Planning


  • Affluent individual or family who wants to complete or update an integrated financial plan1, estate plan and/or strategic giving plan.

  • Business client who wants to provide innovative benefit planning to hire and retain key executive staff or complete a business exit plan.

  • Respects and utilizes advisors and is open to new ideas.

  • Willing to take the time to plan and is honest about their feelings and concerns.

  • Able to make important decisions affecting family and estate planning.


Medical Professionals

Physicians are busy professionals, but still need to organize, protect and prepare for their future.

Professional Women

Women comprise over 57% of the work force, but still need to organize and prepare for their future.

Business Owners

Financial planning1 can help with employee benefits, stock option planning and executive

Clients

Financial planning1 is a smart way to plan for your future. We can help you plan for that future.

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, NH, 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

Copyright . New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices