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29 S Main St Ste 201
West Hartford, CT 06107-2454
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Office: 860-570-7400
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Jeffrey Zuzolo, CLU®, ChFC®

Take the first step

Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

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Associates

Our financial representatives have an incredible opportunity to positively impact people’s lives - the lives of their clients, their families and those in their communities. They take this responsibility seriously and so do we. We provide them with the training and support they need to ensure their success, but we know it is their productive work ethic, strong relationship skills and professionalism that make them extraordinary.

 

Paul Amata

Financial Representative

 

Chuck Bergamo

Financial Advisor

 

Frank Carlozzi, CLU®, ChFC®

Wealth Management Advisor

 

Corey Caron

Financial Advisor

 

John Cortese

Financial Representative

 

Phil Covieo

Financial Representative

 

Matt Eppinger

Financial Advisor

 

Gary Fields

Financial Representative

 

Christopher Garner

Financial Representative

 

Arthur Gershenbaum

Financial Representative

 

Larry Goldberg

Financial Representative

 

William D Gombatz, CFP®, ChFC®

Wealth Management Advisor





 

 

Jason Hall

Financial Representative

 

Seth Kalkstein

Disability Income Specialist

 

Robert Kaufman

Financial Representative

 

Kyle Kummer

Financial Representative

 

Jesse Liska

Financial Representative

 

Ivy Marsh

Financial Advisor

 

Robert Martocci

Financial Representative

 

Karnig Melikian

Financial Representative

 

Henry Mondschein

Financial Representative

 

Kevin Nejfelt

Financial Representative

 

Frederick Onorato

Financial Advisor

 

Jeff Ratner, MBA

Financial Representative

 

Robert A Roth, CLU®, ChFC®

Financial Advisor

 

Phil Sherman

Financial Representative

 

Nick Stamboulis

Financial Representative

 

Sharon Stepina

Other Agency Staff

 

Katherine Thompson

Financial Representative

 

Sharon M Viveiros

Financial Representative

 

Keith Waldman

Financial Representative

 

Stu Wallack

Financial Advisor

 

Stephen Whittemore

Disability Income Specialist

 

Steven Zirolli

Financial Representative