If you want to be able to count on your assets—today and tomorrow—it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.


Advisors

Joseph Candela

Joseph Candela

Private Wealth Advisor

Visit Joseph Candela's website
Michael Sangirardi

Michael Sangirardi

Private Wealth Advisor

Visit Michael Sangirardi's website
Mary Beth Sharkey

Mary Beth Sharkey

Financial Advisor

Visit Mary Beth Sharkey's website
Philip Mattera

Philip Mattera

Financial Advisor

Visit Philip Mattera's website
Michael Francis

Michael Francis

Financial Advisor

Visit Michael Francis's website

Team

Maggie Lee

Maggie Lee

Client Service Coordinator

Qualifications

  • Notary Public
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