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VINCENT CUCUZZA, CFP®, CAP®, ChFC®

Senior Partner/ Wealth Management

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RICHARD JORGE

Partner/ Financial Planning

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GREGORY WACHTER

Risk Management Specialist

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KATHLEEN CASSIDY, JD

Estate and Advanced Planning

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SALVATORE PIRO

Partner/ Protection Planning 

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FABIAN OLIVER

Partner/ Protection Planning

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MARYANN CASEY

Client Relationship Specialist

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DANIELLE PERILLO

Client Service Coordinator

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