Our Qualifications

Richard Carlesco has over 25 years of management experience with 18 in the Insurance and Investment Industry. Our group of almost 40 investment professionals are experienced Financial Planners, CPA's, Property & Casualty Agents, Employee Benefit Specialists, Life Insurance Agents, and Lawyers.

We have assembled a team of professionals that can help our clients navigate the complex web of investments and insurance. This unique team has hundreds of years of experience and can help you achieve your dreams and protect them.

We are securities licensed in:

CT, FL, MA, MD, NJ, NY, OH, PA, VT, WI, VA, TN, MI, GA, MN, NC, SC, TX

Life licensed in:

CT, FL, PA, NY, NJ, MD, TN, MA, VT, TX, MI