Joseph Lucchino

Joseph W. Lucchino is an experienced financial professional who has served individuals, families, and businesses since 1980. With more than four decades of experience in financial services, Joseph brings extensive knowledge and a personal approach to helping clients prepare for their futures. Before entering the industry, he spent four years as a mathematics teacher and coach, an experience that strengthened his ability to explain complex topics clearly and guide others with confidence.

Joseph is licensed to sell insurance through New York Life Insurance Company and serves as a Financial Adviser with Eagle Strategies LLC. Through Lucchino Insurance & Financial Group, he takes the time to understand each client’s circumstances, priorities, and long-term goals. He helps clients explore strategies for retirement, investments, insurance protection, education funding, extended-care needs, and legacy planning.

A lifelong member of the Western Pennsylvania community, Joseph believes strongly in serving the people and organizations that make the region special. He is a proud supporter of the military and veteran community and has been recognized for his commitment to service through Rotary International. Above all, Joseph values the lasting relationships he develops with his clients and the opportunity to help them protect the people and priorities that matter most.

Ready to take the next step toward your financial goals? Contact Joseph today to schedule a conversation and learn how his experience and personalized guidance can help you prepare for the future.

Education, Professional Designations & Affiliations

• Chartered Life Underwriter® (CLU®)
• Chartered Financial Consultant® (ChFC®)
• Graduate of NYLIC University
• Lifetime Member, Million Dollar Round Table (MDRT)
• Three-time Paul Harris Fellow, Rotary International
• Bachelor of Science in Mathematics, Indiana University of Pennsylvania

Joseph W. Lucchino – CA Insurance License #4042700 – CLU, ChFC is licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state(s) of “Pennsylvania”. No insurance business may be conducted outside these state(s) referenced. Joseph W. Lucchino CLU, ChFC is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state(s) of Pennsylvania”. NYLIFE Securities LLC is a New York Life Company. No offers may be made or accepted from any resident outside the specific state(s) referenced. Joseph W. Lucchino CLU, ChFC is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory services in the state(s) of “Pennsylvania”. As such, these services are strictly intended for individuals residing in the specific state(s) referenced. Eagle Strategies LLC is a New York Life Company. Neither Lucchino Insurance and Financial Group, its staff nor New York life Insurance Company, its agents or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.