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Advisors

Thomas P Collins Jr

Financial Advisor

Managing Director
Visit Thomas P Collins Jr's website

Daniel Freddino

Financial Advisor

Vice President
Visit Daniel Freddino's website

Michael P DeVivo

CFP®, APMA

Private Wealth Advisor

Managing Director
Visit Michael P DeVivo's website

Michael T DelGallo

APMA

Financial Advisor

Vice President
Visit Michael T DelGallo's website

David M Caraglior

CFP®, CLTC®, APMA

Financial Advisor

Vice President
Visit David M Caraglior's website

Zack Velcofsky

Associate Manager ACD

Visit Zack Velcofsky's website


Team

Virginia (Ginny) Damio

Virginia (Ginny) Damio

Registered Client Service Associate,

Paraplanner

Qualifications

  • Series 7, 63, 66, Life and Heath, Notary Public
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Christie Daniels

Christie Daniels

Operations Leader

Emma Ferraro

Emma Ferraro

Client Service Associate

Maria Quartuccio

Client Service Associate,

Practice Manager



Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.

  • Margaret Shepard, Tax Preparer with H&R Block (860) 388-0360