Joseph F. Aragona, CLU, ChFC has been in the life insurance and financial services business for more than 40 years. His firm, Aragona Financial Strategies, specializes in the use of tax advantaged Life Insurance, Disability Insurance, Annuities and Long Term Care products in the estate, retirement and employee benefit planning areas. For more than 40 years, Aragona, the founder of the company, has been providing personalized insurance and estate planning ideas and financial strategies for individuals, their families and businesses. He co-brokered the sale of life insurance to all the partners at Price Waterhouse and the senior officers at U.S. Trust Company of New York. He is a longtime member of The Society of Financial Service Professionals and the Estate Planning Council of New York City and, where his clients' needs indicate, works with other professionals who have various specialties. He earned his Bachelor’s and Master’s degrees from Adelphi University. He was awarded his CLU and ChFC designations from the American College of Life Underwriters and has earned advanced certificates in estate and employee benefit planning. Joe is past member of The Million Dollar Round Table, the industry’s Premier Professional Association, and is a past member of Court of the Table and past member of the MDRT’s Top of the Table.
Joe lives with his wife, Muriel, of 40 years in Bronxville, NY. Their daughter is married to David Haines. They live in Darien, Ct.. They recently had their second child a beautiful baby girl, who is named Reese. Their daughter graduated from Kenyon College in Ohio. While in college she was voted the Most Valuable Player in her junior and senior year for her achievements in Field Hockey while receiving the National scholarship award for athletes attaining excellence in academics. She was selected and played on the USA Youth Field Hockey Team in Australia. She completed running in New York City's 2011 Marathon on "Fred’s Team" for Cancer research. She finished with a time of 3:53:32. David graduated from Lehigh University on a full academic scholarship and is a Chartered Financial Analyst and works in private equity.
Areas of Specialty
- Business & Compensation Planning
- Employee Benefits
- Estate Planning
- Life, Health & Disability Income
- Qualified Plans
- Retirement Counseling
- Medicare Advantage/Medicare Supplement/Medicare Drug Plans