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EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

A partner who understands how 1031 Exchange replacement properties work is essential to a successful and strategic exchange. There are many replacement property options, each with its strengths and weaknesses. Having a seasoned professional by your side will help you understand what properties can be selected and combined to address your desired objectives. 

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.
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Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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HOW WE WORK

We offer comprehensive insurance solutions and tailored protection strategies.

Jon Paul Cirelli

CEO

With almost two decades of experience in the financial industry, Jon Paul enjoys helping others obtain and maintain financial confidence. As CEO and Co-Founder of Pivot Professional Partners, he enjoys...

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Nicole Davis

Operations Management

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