Broker Check

Our team has the client—and only the client—in mind.

We are confident that with our combined experience and knowledge as financial professionals, we can help people better prepare for the future. We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp the concepts we provide. We recognize that no one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We have positioned our team as a lifetime resource for each and every client and business we diligently serve.

Wealth Management Department

Financial Planning Department

Doug Berry

Director of Financial Planning



Investment Department

Vincent Tagliaferri, CFP

CERTIFIED FINANCIAL PLANNERâ„¢ professional , Registered Representative

973-227-8800 ext. 3248

Vince has over 20 years of experience as a Financial Planner with an expertise in investment case design and portfolio construction. He develops and monitors investment portfolios that are cumulatively worth over 5 billion in assets....

Read more

Creative Risk Management Department

Chuck Ricciardi

Property & Casualty Specialist


Marketing Department

Client Centered

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.