Paul Sardella, Managing Principal at Sardella Wealth & Insurance Solutions

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Paul Sardella, Managing Principal at Sardella Wealth & Insurance Solutions Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

Dedicated Financial Services Professional helping families and businesses protect, accumulate, and preserve their wealth by guiding them with precision and long-term direction I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

1050 Hingham Street
3rd Floor
Rockland, MA 02370
Office: 781-347-9742
Text: 781-412-8182


Neither Sardella Wealth & Insurance Solutions, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Sardella Wealth & Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. "My California Insurance license number is OK34962."

10/17/2026
Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches m...
10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4s2KMMd

If it gets you thinking about your own plans, send me a message.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/05/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

10/02/2026

Did you know that gifting can significantly reduce your estate tax liability while ensuring your loved ones benefit? Watch as Alex and Leigh learn how to effectively leverage their annual gift tax exclusion and provide their children a solid financial foundation, with significantly reduced tax burdens, and let’s explore how these gifting strategies could be used to optimize your financial legacy.

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Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial fut...
10/01/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

Address

Rockland, MA
02370

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5pm
Saturday 9am - 12pm

Telephone

+17813479742

Website

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