Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and our background in retirement planning, we help our clients and their dependents take full advantage of their Social Security benefits. We work with our clients to develop a customized plan to help them gain financial confidence to live the full and rich life they’ve earned.

close

Team photo
Team photo

View Larger


Advisors

Advisor photo for Thomas P Collins Jr

Thomas P Collins Jr

Financial Advisor

Managing Director
Visit Thomas P Collins Jr's website
Advisor photo for Daniel Freddino

Daniel Freddino

Financial Advisor

Vice President
Visit Daniel Freddino's website
Advisor photo for Michael P DeVivo

Michael P DeVivo

CFP®, APMA

Private Wealth Advisor

Managing Director
Visit Michael P DeVivo's website
Advisor photo for Michael T DelGallo

Michael T DelGallo

Financial Advisor

Vice President
Visit Michael T DelGallo's website
Advisor photo for David M Caraglior

David M Caraglior

CFP®, CLTC®, APMA

Financial Advisor

Vice President
Visit David M Caraglior's website
Advisor photo for Zack Velcofsky

Zack Velcofsky

Associate Manager ACD

Visit Zack Velcofsky's website


Team

Virginia (Ginny) Damio

Virginia (Ginny) Damio

Registered Client Service Associate,

Paraplanner

Qualifications

  • Series 7, 63, 66, Life and Heath, Notary Public
View more
Christie Daniels

Christie Daniels

Operations Leader

Emma Ferraro

Emma Ferraro

Client Service Associate

Maria Quartuccio

Client Service Associate,

Practice Manager



Experience the power of alliance partnerships

We are always looking for new, innovative ways to help you reach your financial goals. That’s why we partner with local professionals that can elevate your overall financial planning experience. For more information on professional alliance partnerships, click the link(s) below or reach out directly to our practice. Together, we are ready to help you on your financial journey.

  • Margaret Shepard, Tax Preparer with H&R Block (860) 388-0360