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.

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Team photo

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Advisors

Michael Anthony Cruz

Financial Advisor

Vice President
Visit Michael Anthony Cruz's website

Danny Bonafede

Branch Manager

Financial Advisor
Visit Danny Bonafede's website


Team

Mariya Stepanova

Lead Client Service Associate,

Practice Manager