With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Advisors

Joseph Zaccardo

CRPC, CLTC®

Financial Advisor

Franchise Owner
Visit Joseph Zaccardo's website

Gerard J Bifulco

MBA, CPA

Financial Advisor

Visit Gerard J Bifulco's website


Team

Gina Onesti

Administrative Assistant