Our Team
Meet the Team

Linda Bellofatto
Director of Operations, Administrative Assistant to Gerald J. Clericuzio, CLU, ChFC, Chairman

Client-Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your current and future needs. We look forward to working with you.