Contact Information

Please contact us at our Cheshire office with any questions or to set up a complimentary initial consultation:

129 Samson Rock Drive, Unit B
Madison, CT 06443

Please call our Cheshire office

20 Realty Drive
Cheshire, CT 06410

Phone - 203-439-0732

2960 Post Road, Suite 3A
Southport, CT 06890

Please call our Cheshire office

Main Telephone
(203) 439-0732 Schedule a Consultation 

President: Mark J. Egidio, 203-439-0732 ext. 231
[email protected]

Managing Partner: Marc Lennon, 203-439-0732 ext. 227
[email protected]

Wealth Advisor: John Grosso, 203-439-0732 ext. 277
[email protected]

Wealth Advisor: Jessica Grillo, 203-439-0732 ext. 226
[email protected]

Wealth Advisor: James Munro, 203-439-0732 ext. 234
[email protected]

Wealth Advisor: Brittany Feller, 203-439-0732 ext. 293
[email protected]

Client Relationship Manager: Rachel Puleo, 203-439-0732 ext. 224
[email protected]

Client Relationship Manager: Julia Milewski, 203-439-0732 ext. 300
[email protected]

Client Service Associate: Nicole Grillo, 203-439-0732 ext. 220
[email protected]

Client Service Associate: Stephinie Sorice, 203-439-0732 ext. 235
[email protected]

Client Service Associate: Hyla Costello, 203-439-0732 ext. 236
[email protected]

Client Service Associate: Sally Janin, 203-439-0732 ext. 269
[email protected]

Director of Communications: Joanne Daley, 203-439-0732 ext. 230
[email protected]