William F. Giaquinto Jr., CRPC®
Managing Partner
Scott Berney, CRPC®
Managing Partner
David MacNiven
Insurance Representative- Specializing in Medicare
Craig Giaquinto
Insurance Representative
Lisa Brennan
Account Executive
Ellen Bergin
Administrative Assistant
Meredith Aurora
Account Executive
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.