Our team is here to answer your questions and help you in any way possible.
Terri our Client Service Manager and/or Mark our Administrative Assistant are your point of contact for all service-related requests.
Kim and Craig can address specific questions regarding your savings, investments, and goals.
Craig Bernard: [email protected]
Kim Chorney: [email protected]
Mark Ferris: [email protected]
Terri Testa: [email protected]
Office: (203) 245-3131
Fax: (203) 245-2508
206 Boston Post Road
Madison, CT 06443
Mon-Th: 9:00 AM - 5:00 PM; Friday 9:00 AM - 4:00 PM
Sat-Sun: By Appointment