Contact Information

Please contact us at our Cheshire office with any questions or to set up a complimentary initial consultation:

Madison Office

129 Samson Rock Drive, Unit B
Madison, CT 06443

Phone- 203-421-2121

Cheshire Office

20 Realty Drive
Cheshire, CT 06410

Phone - 203-439-0732

Trumbull Office

6515 Main Street, Suite 6
Trumbull, CT 06611

Please call our Cheshire office

Glastonbury Office

2650 Main Street, Suite 100
Glastonbury, CT 06033

Please call our Cheshire office

Main Telephone
(203) 439-0732 Schedule a Consultation 

President: Mark J. Egidio, 203-421-2121
[email protected]

Managing Partner: Anthony F. Assante, 203-439-0732 ext. 228
[email protected]

Managing Partner: Marc Lennon, 203-439-0732 ext. 227
[email protected]

Financial Consultant: Paul B. Brenner, 203-439-0732 ext. 223
[email protected]

Financial Consultant: John Grosso, 203-439-0732 ext. 277
[email protected]

Financial Consultant: Jessica Espada, 203-439-0732 ext. 226
[email protected]

Financial Consultant: Tim Stowell, 203-439-0732 ext. 221
[email protected]

Director of Client Services: Brittany Feller, 203-421-2121
[email protected]

Senior Client Service Associate: Rachel Puleo, 203-439-0732 ext. 224
[email protected]

Senior Client Service Associate: Kaitlyn Creem, 203-439-0732 ext. 233
[email protected]

Bookkeeper: Sandra Macioce, 203-439-0732 ext. 221
[email protected]

Director of Communications: Joanne Daley, 203-439-0732 ext. 230
[email protected]

Client Service Associate: Kerry Walsh, 203-439-0732 ext. 301
[email protected]

Client Service Associate: Sally Janin, 203-439-0732 ext. 269
[email protected]

Client Service Associate: Julia Milewski, 203-421-2121
[email protected]

Client Service Associate: Melodie Hudak
[email protected]

Financial Planning Assistant: Zachary Bylykbashi, ext. 240
[email protected]