CONTACT US

HOW CAN WE HELP YOU

Contact Us

Have a question? We're here to help. Send us a message and we’ll be in touch. 

Contact Us

Address

Branford Office

388 E. Main St., #24L
Branford, CT 06405

Contact

Phone: 475-227-0075

Business hours

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment
Check the background of investment professionals
associated with this site on FINRA’s BrokerCheck

Mark J. White

Wealth Management Advisor
Managing Partner
Meet Mark White

Russell P. Karpf

Wealth Management Advisor
Managing Partner
Meet Russell P. Karpf

Teresa Considine

Executive Assistant
Meet Teresa Considine

Robert Nachtsheim

Vice President
within CFO Solutions

Meet Robert Nachtsheim

Michael Taverner

Wealth Management Advisor

Meet Michael Taverner
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