1781 Highland Avenue
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:
Designed for clients who desire a single source for the creation, implementation and management of a holistic financial plan.
Designed for clients with specific questions about financial planning topics or products that we can help implement.
We provide investment advisory services for a flat fee, which is based on the value of the investment portfolio on which you seek advice. This fee is part of the total portfolio fee and is deducted from your account in quarterly installments. So regardless of the platform you choose, we receive the same compensation. We believe this fee structure to be integral in providing you with objective investment recommendations.
Our compensation on insurance products, which includes annuities, life, disability, and long-term care insurance, comes in the form of commissions paid to us directly from the insurance companies whose products you choose. We do not receive any compensation for referring you to our network of other professionals. Our recommendations are based on the trust we have in these professionals and our experience in using them for our own personal planning.
We are passionate about educating everyone about finances and we provide complimentary financial seminars that cover topics like student loans, investing, finance 101 and other trending topics.
Reach out to us to schedule yours today.
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.
Senior Planning Coordinator
Director of Operations
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