For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
About Joe Masuelli
About Joe Masuelli
Everyone has different financial goals. That's why it's important for you to work with someone who understands your situation and provides recommendations with that knowledge in mind. I can help:
Evaluate your financial needs and goals; Develop a strategy to support your objectives; Periodically review your goals and make adjustments when needed; Work with your accountant or attorney.
I'm Most Proud Of: Helping clients face the financial challenge of simultaneously providing for their children and their parents; Building a solid financial foundation; and advising them on how best to leave a legacy.
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
- Variable Annuities: CA, MT, NM, TX, VA
- Securities License: CA, MT, NM, TX
- Variable Life Insurance: MT, NM, VA( CA License #4030918)(TX License #2072921)
- Fixed Annuities: MT, NM, VA( CA License #4030918)(TX License #2072921)
- Life Insurance: MT, NM, VA( CA License #4030918)(TX License #2072921)
Joe Masuelli is associated with the Greater Texas Financial Grp Office, 1233 West Loop South, Suite 1100, Houston, TX, 77027-9111, Managing Director: Robert Bohli, Phone: 713-960-5081 . Joe Masuelli offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Joe Masuelli offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window. For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Check the background of this investment professional on FINRA’s BrokerCheck.