John Cucarese Financial Services | Steubenville, OH | Pittsburgh, PA

Year In Review


  • 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.
  • Enhanced education and experience via continued participation in a terrific Study Group comprised of other highly successful advisors from throughout the U.S. Attended meetings in Florida in January and online (due to pandemic) in July.
  • Qualified for New York Life's President's Council,1 representing the top 5% of roughly 12,000 Agents at New York Life. 2020 was the 10th consecutive year of achieving this level or better (Executive Council annually from 2007-2010, President’s Council annually from 2011-2016 and 2018-2020, Chairman's Council in 2017).
  • Qualified for the third time as a "Court of the Table" member of The Million Dollar Round Table, The Premier Association of Financial Professionals®.2

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Community Support

  • Served as a Board Member for the Jefferson County Chamber of Commerce, as well as a member of various committees.
  • Coached both Spring and Fall baseball sessions for our son's 8U league.
  • Served as Chairman of the 2020 Jefferson County Chamber of Commerce Golf Classic.

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Personal [John]

  • Our son is now age 6 and in 1st grade. Thankfully he, his classmates, teachers and the entire school district are handling the challenges of 2020 quite well...masks and all!
  • My wife, Erin, continues to enjoy and succeed in her real estate work.
  • We took a quick trip to visit family in NC and got to spend some isolated time on the beach there.

Personal [Nicole]

  • Surpassed 8 years working in our Steubenville Office.
  • Expanded the cattle herd on their farm.
  • Spent a lot of family time outdoors and riding bikes with her kids — Steve is now 10, and Hailey is 4.

Personal [Hallie]

  • Joined the team in November 2019 as a marketing assistant.
  • Spent the stay-at-home orders keeping up with three daughters—ages 9, 8, and 6—grateful they were able to return to school in September!

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Products & Services We Offer

  • Retirement planning
  • 401(k) consolidation/rollover
  • Traditional IRA and Roth IRAs
  • Long-term care insurance
  • Life insurance
  • College savings and other investment options

1Council is an annual company recognition program based on agent production from July 1- June 30.
2The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. John qualified for MDRT in 2009, and annually since 2011.