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Please find your advisor below and click Book Appointment to continue.


*If you would like to meet with 2 advisors at the same time, please call 877-441-1040 to schedule your appointment.*

James C Ciocia

James C Ciocia

Sr. Partner  |  Wealth Advisor

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Curtis Raven, JD., CPA

Curtis Raven, JD., CPA

Partner  |  Wealth Advisor  |  Tax Consultant

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Dylan T. Fayer

Dylan T. Fayer

Partner  |  Financial Advisor  |  Tax Preparer

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James P. Ciocia

James P. Ciocia

Financial Advisor  |  Tax Preparer

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Andrew Ciocia

Andrew Ciocia

Insurance Representative  |  Tax Preparer

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Brandon Barile

Brandon Barile

Wealth Management Partner

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