Year In Review 2023
Thank you to our clients, business partners and colleagues for their fantastic support and trust this year and every year since we opened our doors in 2005!
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Year In Review 2022
Surpassed our 17th year in business, which sometimes seems hard to believe! The years can certainly fly by. A big thank you to our many clients, business partners and colleagues for so many years of fantastic support and trust.
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Year In Review 2021
Surpassed our 16th year in business on September 7. We're so grateful and appreciative of our clients, investment partners, and all those who support what we do and how we do it!
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John Cucarese Qualifies for Million Dollar Round Table’s “Court of the Table"
STEUBENVILLE, OHIO, April 6, 2021 – Outstanding client service, ethics and professionalism have elevated John Cucarese of the Pittsburgh-Johnstown General Office of New York Life to qualify for the exclusive “Court of the Table” of the Million Dollar Round Table — The Premier Association of Financial Professionals ®. In addition to his role as a New York Life agent since 2005, John Cucarese is a 12-year MDRT member and a 3-time Court of the Table qualifier.
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Year In Review 2020
Surpassed our 15-year business anniversary on September 7! Although our planned celebration and client appreciation events had to be postponed due to the pandemic, we look forward to finding a way to celebrate sometime in 2021 as permitted.
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John Cucarese Named to New York Life's President’s Council
STEUBENVILLE, OH, September 29, 2020 - John W. Cucarese has been named a member of the 2020 President’s Council of New York Life. Members of the President’s Council are among the top five percent of New York Life’s elite sales force of more than 12,000 licensed agents in sales achievement.
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Year In Review 2019
Qualified for New York Life's President's Council , representing the top 8% of roughly 12,000 Agents at New York Life. 2019 was the 9th consecutive year of achieving this level or better (Executive Council annually from 2007- 2010, President’s Council annually from 2011-2016 and 2018, Chairman's Council in 2017).
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RICP Announcement
STEUBENVILLE, OH - May 6, 2019 John W. Cucarese, Financial Advisor1, has earned the Retirement Income Certified Professional® (RICP®) professional designation from The American College of Financial Services, Bryn Mawr, PA.
Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exam's. They must also have three years of experience, meet stringent ethics requirements, and participate in The College's continuing education program.
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