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Contact Us

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


Madison Office

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