Brian V. Onofrio, CPA, AIF®
Partner, Senior Wealth Advisor
C. David Koncz
Karl Zirolli, CFP®, MS, AIF®
Jay Pinto, CFP®
Alison G. Gaffney MBA, CRPC®
Senior Wealth Advisor
Benjamin V. Onofrio, MBA
Wealth Advisor
Client Services Manager – Branford
Client Services Manager – Glastonbury
The first step is a straightforward conversation about where you are and where you want to go. Reach out today to schedule an introductory meeting with our team.
