Broker Check

Our Professionals

Working with one of our financial professionals can give you the confidence to see your way to the financial future you want. With offices conveniently located across Connecticut and New Jersey, we are easily accessible to help meet our clients’ needs.
We offer in-depth knowledge and financial strategies to help you design and implement your optimal wealth management strategy. Our team of financial professionals helps ensure that the many areas of your financial life are addressed and coordinated.

Professionals

Mushtaq Ahmed

Mushtaq Ahmed

Financial Consultant | Retirement Planning Specialist

(732) 841-6288

Mahul Balar

Mahul Balar, CFP ®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 452-6928

David Belicose

David Belicose, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(848) 218-2524

Esteban Chan

Esteban Chan

Financial Consultant, Retirement Planning Specialist

(201) 208-3746

(201) 208-3746

John Cicala

John Cicala

Financial Professional

(732) 606- 8441

(732) 286-7008

Gary Clancy

Gary Clancy, CFP®

CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

(732) 326-5233

Paul Colte

Paul Colte, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 326-5252

(732) 326-5308

Thomas Comer

Thomas Comer, CFP®

CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

(848) 241-3238

Jody D'Agostini

Jody D'Agostini, CFP®, CDFA™, RICP®

CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

(973) 401-2513

(973) 401-1623

Joseph Dandola

Joseph Dandola, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 326-6118

John D DeLiso

John D DeLiso

Financial Advisor | Retirement Planning Specialist

Jarrett Dewelde

Jarrett Dewelde, CFP®

CERTIFIED FINANCIAL PLANNER™ professional/Retirement Planning Specialist

(732) 326-5362

Rafael Diaz

Financial Professional / Retirement Planning Specialist

(732) 452-6940

Paul Donnelly

Paul Donnelly, ChFC®, CLU®

Financial Consultant, Retirement Planning Specialist

(732) 326-5235

Rochelle Forster

Rochelle Forster, CFP®, MBA

CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

(732) 326-4907

(732) 326-5331

Alan Friedman

Alan S Friedman, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 452-6918

Joseph Giles

Joseph A Giles, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 773-9300

Anthony Girgis

Anthony Girgis

Financial Professional, Retirement Planning Specialist

(848) 241-3236

Thomas Gleason

Thomas Gleason

Financial Consultant

(732) 962-3498

Jay Goldberg

Jay A. Goldberg

Financial Consultant | Retirement Planning Specialist

(732) 326-5317

Daniel Holdt

Daniel Holdt

Financial Consultant | Retirement Planning Specialist

(973) 239-8888

(973) 239-8881

Michael R Hughes, CRPC

Michael R Hughes, CRPC

Financial Advisor | Retirement Planning Specialist

(732) 452-6919

Craig Hyldahl

Craig Hyldahl, CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 326-5240

(732) 326-5331

Robert A. Imparto, Jr.

Robert A. Imparto, Jr., CFP®

CERTIFIED FINANCIAL PLANNER™ professional/Retirement Planning Specialist

(732) 326-5241

(732) 326-5331

Erol  Kececi

Erol Kececi

Financial Consultant

(973) 401-2505

(973) 401-1623

Michael A.  Kelly

Michael A. Kelly

Financial Consultant, Retirement Planning Specialist

(732) 292-3395

(732) 528-6741

Prajna  Khisty

Prajna Khisty, ChFC®

Retirement Planning Specialist

(732) 326-4933

(732) 326-4900

Scott  Klein

Scott Klein, CFP ®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 452-7277

David  Lo

David Lo

Financial Consultant

(732) 292-3327

(732) 528-6741

Michael  Maggiore

Michael Maggiore

Financial Consultant

(732) 326-5211

(732) 326-5307

Margarita  Mayor

Margarita Mayor

Financial Consultant, Retirement Planning Specialist

(732) 292-3341

(732) 528-6741

Mittal Mehta

Financial Professional

(732) 326-5267

(732) 326-5308

Patrick  Morris

Patrick Morris, ChFC®, CLU®

Qualified Plan Specialist, Retirement Planning Specialist

(732) 326-5242

(732) 326-5246

Jack  Newman

Jack Newman

Financial Professional

(732) 326-5282

(732) 326-4900

Keith  Onto

Keith Onto, CFP ®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 292-3345

(732) 528-6741

Mark  Pellecchia

Mark Pellecchia

Financial Consultant, Retirement Planning Specialist

(732) 292-3373

(732) 528-6741

Thomas  Rahner

Thomas Rahner

Financial Consultant, Retirement Planning Specialist

(732) 292-3399

(732) 528-6741

David  Reed, RICP®

David Reed, RICP®

Financial Advisor, Retirement Planning Specialist

(973) 401-2378

Victoriano Reyes, ChFC®, CLU®

Financial Consultant, Retirement Planning Specialist

(732) 326-4908

Rodney Robinson

Rodney Robinson, CFP ®, CLU®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 326-5298

(732) 326-5308

Eric  Saenz

Eric Saenz

Financial Consultant

(732) 292-3318

(732) 528-6741

David  Schluer

David Schluer

Financial Consultant

(973) 401-2396

Daniel  Shearer

Daniel R. Shearer, CFP ®, CLU®

CERTIFIED FINANCIAL PLANNER™ professional

(732) 292-3347

(732) 292-3305

Todd Smith

Todd M. Smith, CFP ®

CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

(973) 401-2515

Arvind  Sood

Arvind Sood

Financial Consultant, Retirement Planning Specialist

(732) 326-5257

John  Strollo

John Strollo

Financial Professional

(732) 292-3371

(732) 528-6741

Steven  Tirpak

Steven Tirpak, CFP ®

CERTIFIED FINANCIAL PLANNER™ professional

(973) 775-5005

(973) 775-5010

David  Turk

David S. Turk, CFP ®

CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

(973) 401-2376

Jeffrey  Valle

Jeffrey M. Valle, CFP®, ChFC,® CDFA™, CLU,® RICP®

CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

(973) 401-2517

(973) 401-2507

Gregory  Vassallo

Gregory M. Vassallo, ChFC®, CLU®

Financial Consultant, Retirement Planning Specialist

(973) 401-2530

Christopher  Warenkiewicz

Christopher Warenkiewicz

Financial Consultant, Retirement Planning Specialist

(732) 326-5293

(732) 326-5308

Thomas Warenkiewicz

Financial Consultant, Retirement Planning Specialist

(732) 326-5349

(732) 326-5308

Dan  Leng Wu

Dan Leng Wu

Financial Consultant, Retirement Planning Specialist

(973) 564-6310

Robert  Zaborowski

Robert Zaborowski

CERTIFIED FINANCIAL PLANNER™ professional

(732) 326-5255

(732) 326-5308

Michael  Ducore

Michael A. Ducore, ChFC®, CLU®, MSFS

Director of Advanced Planning, Retirement Planning Specialist

(732) 326-5209

(732) 326-5305