Joel Iacopelli

Joel's clients come to depend on him to help them identity specific life goals and establish a strategy to help them get where they want to go. He provides a comprehensive approach to financial services, for business, families and individuals.  To accomplish this he listens to his client’s needs, goals and dreams; then designs a strategey that can be implemented to help meet their objectives. He also is committed to building relationships; Joel wants to know you and makes sure you are fully educated about the process and solutions he may offer.

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Joel specializes in Estate planning and Financial strategies, Employee Benefits, Medicare Insurance plans, College Funding, Long-Term Care Insurance, Health Insurance* (Individuals and Business), Business Succession strategies.

 

Joel is married to his wife Marianne with whom he has been in love with for 27+ years.; has 4 wonderful children for whom is his pride and joy of his life (Peter, Christa, Dalila, and Joel ), and they have 8 dogs, 5 Cats that are all rescues. They also have 3 Pigmy Goats, 10 Chicken & 1 Duck as well.  Joel relocated here from New York where he was a vice president for Goldman Sachs & Co., In-addition Joel owned a “The UPS Store” franchise on Long island. His wife and Joel followed their hearts and God and made the choice to leave NY after 9/11 and raise their family here in Beaufort.