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Tailored Wealth Solutions


InsuranceBusiness Succession/Exit Planning

About Us

Tarella Financial Group (TFG) is a financial services firm primarily focused on Business Owners and High Income Families. We assist our clients in working towards their financial goals they desire through our objective driven process. Our interest is helping clients achieve the following:

Business Succession and Exit Planning
Financial* and Retirement Planning
Asset Management*
Business Sale
Key Employee Planning
Life Insurance Planning

*David Tarella and Michael Testa, are Financial Advisors offering advisory services through Eagle Strategies LLC and Registered Representatives for NYLIFE Securities LLC (Member FINRA/SIPC), a licensed Insurance Agency.
Tarella Financial Group is not owned or operated by Eagle Strategies LLC, or its affiliate NYLIFE Securities.


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