A LOCAL TEAM MAKES A DIFFERENCE

CONNECT

Address:

2614 Boston Post Road
Guilford, CT 06437

Phone:

(203) 689-9016

Fax/Other:

(203) 458-1167

Biographies

 

Representatives

  • Jim Ian, CASL®

    Financial Advisor | Financial Services Executive | Investment Advisor Representative

  • Franco M. Piscitelli, CFP®

    Financial Advisor | Financial Services Executive | Investment Advisor Representative

  • Richard A. Bauer, Jr., LUTCF

    Financial Advisor | Financial Services Executive | Investment Advisor Representative

  • Matthew Paulsen, CFP®, ChFC®, CASL®

    Financial Planner | Financial Services Executive | Investment Advisor Representative

Support Team

  • Ashley Amendola

    Client Services Associate

  • Kevin Perregaux

    Practice Manager

  • Samantha Tucker

    Client Services Associate

Wealth Strategies Division

  • Kathleen A. Cassidy, J.D.

    Advanced Market Director

  • John Foreman, MBA

    Investment Director

  • Jeremy Hus , CASL®, CLU®, ChFC®, CFP®

    Financial Planning Director

  • Nicholas Oglesby, MBA

    Agency Director - Annuity Wholesaler

  • Matt Teel, CLU®

    Life Products Director

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck