Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Jeff Biscardi

CFP®

Private Wealth Advisor

President of Biscardi, Jacobs & Associates
Learn more about Jeff Biscardi Visit Jeff Biscardi's website

Brian G Jacobs

ChFC®

Financial Advisor

Chartered Financial Consultant®
Learn more about Brian G Jacobs Visit Brian G Jacobs's website

Nicholas Biscardi

CFP®, CRPC

Financial Advisor

Learn more about Nicholas Biscardi Visit Nicholas Biscardi's website


Our team

Karen Hassell

Karen Hassell

Operations Manager

Nancy Pisacano

Nancy Pisacano

Client Service Manager