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Contact Information

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

Madison Office

129 Samson Rock Drive, Unit B
Madison, CT 06443   

Phone- 203-421-2121

Cheshire Office

20 Realty Drive
Cheshire, CT 06410 

Phone - 203-439-0732 

Southport Office

2960 Post Road, Suite 3A 
Southport, CT 06890

Please call our Cheshire office  

Glastonbury Office   

2650 Main Street, Suite 100
Glastonbury, CT 06033

Please call our Cheshire office 

Main Telephone                                                                  
(203) 439-0732                                                                                 ​Schedule a Consultation ​ 
 

 

President:​ Mark J. Egidio, 203-421-2121
[email protected]

Managing Partner: Anthony F. Assante, 203-439-0732 ext. 228
[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 Espada, 203-439-0732 ext. 226
[email protected]

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

Wealth Advisor: Zachary Bylykbashi, 203-439-0732 ext. 240
[email protected]

Director of Client Services: Brittany Feller, 203-421-2121
[email protected]

Senior Client Service Associate: Rachel Puleo, 203-439-0732 ext. 224
[email protected]

Senior Client Service Associate: Julia Milewski, 203-421-2121
[email protected]

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

Client Service Associate: Kerry Walsh, 203-439-0732 ext. 301
[email protected]

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

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