How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Gregory Manto

Gregory Manto

CRPC®, APMA®

Private Wealth Advisor

Managing Director of Iron Birch Advisors
Learn more about Gregory Manto Visit Gregory Manto's website
Marley Bernard

Marley Bernard

Financial Advisor

President of Iron Birch Advisors
Learn more about Marley Bernard Visit Marley Bernard's website
Arthur Zapesochny

Arthur Zapesochny

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Arthur Zapesochny Visit Arthur Zapesochny's website
Vincent F Parascandola

Vincent F Parascandola

MBA, CAS©, CFS®, APMA®

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Vincent F Parascandola Visit Vincent F Parascandola's website
Christina McCaughey

Christina McCaughey

RICP®

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Christina McCaughey Visit Christina McCaughey's website
Bruce Maier

Bruce Maier

MBA, ChSNC®

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Bruce Maier Visit Bruce Maier's website
Robert Kurzweil

Robert Kurzweil

Financial Advisor

Learn more about Robert Kurzweil Visit Robert Kurzweil's website
William Romero

William Romero

Financial Advisor

Senior Vice President of Iron Birch Advisors
Learn more about William Romero Visit William Romero's website
Anthony J Rocchio III

Anthony J Rocchio III

CFP®

Financial Advisor

Senior Vice President of Iron Birch Advisors
Learn more about Anthony J Rocchio III Visit Anthony J Rocchio III's website
Gabriel Sakellaridis

Gabriel Sakellaridis

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Gabriel Sakellaridis Visit Gabriel Sakellaridis's website
Kyle Henderson

Kyle Henderson

Financial Advisor

Learn more about Kyle Henderson Visit Kyle Henderson's website
Matthew Varriano

Matthew Varriano

Financial Advisor

Learn more about Matthew Varriano Visit Matthew Varriano's website
Paul Berkman

Paul Berkman

Financial Advisor

Senior Vice President of Iron Birch Advisors
Learn more about Paul Berkman Visit Paul Berkman's website
Peter Kettle

Peter Kettle

MBA, CFP®, ChFC®

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Peter Kettle Visit Peter Kettle's website
Ralph Fatigate

Ralph Fatigate

CAS©, CFS®, APMA®

Financial Advisor

Certified Annuity Specialist®
Learn more about Ralph Fatigate Visit Ralph Fatigate's website
Thomas Gonzalez

Thomas Gonzalez

Financial Advisor

Managing Partner of Iron Birch Advisors
Learn more about Thomas Gonzalez Visit Thomas Gonzalez's website