8 School Street Suite 11,
Think of us as your personal portfolio of professionals.
Our individual expertise allows us to analyze your finances from a 360-degree perspective. We are a team of independent, seasoned financial professionals, each having years of experience in our respective fields of expertise.
All the financial expertise and advice you’ll ever need,from one group of independent, knowledgeable people.
Ed has over 25 years of independent business experience working in finance, investments, insurance and tax planning. Ed received his B.S. in Marketing/Accounting from Quinnipiac University in 1966 as well as an MBA from American...
Martin Mezza begin his career in 1991 after graduating from Quinnipiac University. He worked in New York for both Institutional and Retail Investment Firms which have since been purchased by very large institutions. He also sold...