Team Members
Anthony Marchitto
Financial Advisor
(203) 872-5711
As a Financial Advisor, I take the time to understand what is profoundly important to my clients, whether it’s saving for college, making informed investment decisions, or retiring the way you want. The personalized financial...
Isabella Pilato
Client Service Specialist
(203) 872-7887
As a Client Service Specialist, I am dedicated to understanding each client's unique needs and goals, offering personalized support to help them feel confident and in control of their financial decisions. My mission is to build...
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