The Team

Andriola, Goldberg & Associates

We seek to form long-term relationships, like family, with our clients based on integrity and loyalty. With these values as our core principles, we will provide guidance and planning that make your goals and financial security our priority. We strive for passion, humility and professionalism in all of our interactions.

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Andriola, Goldberg & Associates
Andriola, Goldberg & Associates

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Our Advisors

Philip P Andriola

Philip P Andriola

Private Wealth Advisor

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Designations

JD

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments

Education

J.D., St. John's University School of Law - Class of 1996, B.A., Harvard University - Class of 1993, St. Francis Preparatory High School - Class of 1989
CA Insurance #0G20827

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Peter Goldberg

Peter Goldberg

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies

Education

BS, Broadcast Journalism, Emerson College, Boston, MA
CA Insurance #0F82268

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Bob Sutton

Bob Sutton

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

BA Political Science SUNY at Stony Brook NY

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John Manfredonia

John Manfredonia

Financial Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances

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Michael Laliberte

Michael Laliberte

Financial Advisor

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Top Areas of Focus

  • Insurance
  • Retirement Planning Strategies
  • Saving for Education

Education

South Side High School, Class of 2004, B.S., University of Delaware, Class of 2008

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Valentino A Scaramuzzo

Valentino A Scaramuzzo

Financial Advisor

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Designations

CFP®, ChFC®, CLU®, CRPC®, BFA™

Top Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance

Education

Master of Arts, Manhattan College, Bachelor of Arts, Manhattan College

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Bo O'Connell

Bo O'Connell

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Investment Management
  • Investments

Education

BA in Business , Muhlenberg College, Allentown, PA

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Brian Crandall

Brian Crandall

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Insurance
  • Investments

Education

B.A. Economics, University of Notre Dame, Notre Dame, IN

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Jeremy Ross Poteet

Jeremy Ross Poteet

Financial Advisor

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Designations

CPA

Education

MS Master of Science, Accounting, Northeastern University, Boston, MA, MBA Master of Business Administration, Northeastern University, Boston, MA

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James J Zabatta

James J Zabatta

Financial Advisor

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Designations

CFA

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John Yohe

John Yohe

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance

Education

St. Dominic High School, Oyster Bay, NY, 2009, B.S., Management, Bentley University, Waltham, MA, 2013

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Our Staff

Russell McManus

Russell McManus

Operations Director

Financial Planning Analyst
Anna Ferrara

Anna Ferrara

Executive Assistant

Client Service Manager
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Edith (Edie) Stahl

Edith (Edie) Stahl

Marketing Manager

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Camilla Corder

Camilla Corder

Client Service Manager

Operations Specialist
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Kimberly Miller

Kimberly Miller

Operations Specialist

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Matthew Walsh

Matthew Walsh

Client Service Specialist

Operations Specialist
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Elizabeth Chung

Elizabeth Chung

Operations Specialist

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