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ABOUT US

Our mission is to become your trusted advisor by delivering advice and customized financial plans that integrate our expertise in personal and business financial plans with your vision of financial success. 

Caserta & de Jongh, LLC walks you through a hands-on process where we discuss your vision of financial success, gather information about your current financial situation and develop recommendations that are appropriate for you to set yourself up for success with your financial goals. We also educate you about your options and continue to monitor your progress moving forward. 

We work with you through two different solutions:

FINANCIAL CONCIERGE SOLUTION

Designed for clients who desire a single source for the creation, implementation and management of a holistic financial plan.

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PROJECT MANAGEMENT SOLUTION

Designed for clients with specific questions about financial planning topics or products that we can help implement.

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OUR SERVICES

Insurance Planning

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Retirement Planning

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Investment Planning

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College Planning

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When it comes to implementing our recommendations, we are not bound to using any one company or product.  While we have access to a variety of companies and financial products, we have a number of preferred vendors whose products we use in our own personal planning.  We feel strongly about demonstrating our confidence in our recommendations and we do so by personally using many of the same products and strategies we recommend to you. 

JOHN  CASERTA

JOHN CASERTA, ChFC

Managing Director

NATHALIE  EDEEN

NATHALIE EDEEN

Associate Advisor

BOB  DE JONGH

ROBERT DE JONGH

Senior Planning Coordinator

HOLLY  CALANDRA

HOLLY CALANDRA

Director of Operations

JEN  SETARO

JENNIFER SETARO

Electronic File Clerk

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