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Our Knowledge. Your Vision.


Create a financial plan to make the most out of your hard-earned money.

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The right plan begins with your vision.

Penny the piggy bank at Caserta & de Jongh, LLC

As fiduciaries, we work with you to create custom financial plans that focus on strategy - not product - to help you achieve your goals no matter how simple or complex.

So whether you need help with one thing or everything, we're here for you. Learn about how we work with clients to see which solution fits your vision.


John Caserta | Wall Street Journal
John Caserta | US World and News
John Caserta | WTNH
John Caserta | Newsday
John Caserta | Business Insider
John Caserta | Advisor Magazine

Working together for your future.

No matter how you choose to work with us, we start the process with a conversation about what's important to you. Understanding your vision of financial success is key to putting together the right solution for you.

And with both virtual and in-person meetings, we're there for you no matter where you are.

John Caserta and Nathalie Edeen doing financial planning at a desk in North Haven, CT
The SafeGuard Solution at Caserta & de Jongh, LLC provides clients with help in life insurance, disability insurance, or long term care insurance


This solution is designed for clients who want to leverage our expertise in implementing life, disability, or long-term care insurance solutions while they manage investment portfolios and other parts of their finances on their own.



The DIY+ Solutions provides clients with help on one or more financial planning topics to help with things such as investing and insurance

Need help with a specific issue?


This solution is designed for clients seeking help with specific questions about one or several financial planning topics.



The Wealth 360 Solution provides clients with help on creating a holistic financial plan made to bring all aspects of their finances together

Ready to bring it all together?


This solution is designed for clients seeking a single source to create, implement, and manage a holistic financial plan.

Why choose us?

With our network, we use a team of trusted professionals to assist our clients with what they're ideal picture of financial freedom looks like. Take a look at who we work with below!

The Value of Working With an Advisor

Those who work with an advisor report substantially greater financial security, confidence, and clarity than those who go it alone*.

Planning and Progress Study,

Northwestern Mutual, 2019*

*not a reliable indicator for future success

Bar graph explaining that working with a financial advisor provides a better quality of life according to a Northwestern Mutual study from 2019

Maybe you just need a vision.

We've compiled a custom financial checklist for all your needs ranging from income, insurance, investments, and more! Check it out by clicking the button below.

Hosting Client Events

We believe a strong relationship with clients means getting to know them


That's why we host our client events! When you're a financial advisor, it's important to have a strong sense of the community you're serving. We know that, so we offer regular client events in which we can get together, share ideas and experiences, and build relationships.

John Caserta and Nathalie Edeen with a client at Caserta & de Jongh, LLC's first family cookout

Family Cookout | April 2022

We hosted a family cookout at the Owenego inn to provide a chance to connect with our clients and their families!

Our team at Caserta & de Jongh, LLC attending a North Haven concert on the green with clients

North Haven Concert | July 2022

We attended the summer concert series on the North Haven Green for a great night listening to an Eagles tribute band!

Take Control of Your Financial Life

We have combined our knowledge with the latest technology to give you the best of both worlds.

Our customized secure client portal allows you to keep track of everything so you always know where it is and how much it's worth.

Request a free 30 day trial to see why our clients love this platform.

Your request has been received and we will be reaching out soon to get you set up!

A comprehensive user interface for personal finance including cash, credit cards, taxable income, life insurance, loans, property, stock options, and your net worth

Fact vs. Fiction: Debunking Myths

2023 Mid-Year Outlook w/ Morningstar®

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Are you tired of conflicting advice from financial pundits about whole life insurance and annuities?


It's time to cut through the noise and discover the truth about these powerful financial tools! In this eye-opening video, we delve into the ongoing debate surrounding whole life insurance and annuities.


From expert Dr. Wade Pfau and Ernst & Young's groundbreaking study, we'll reveal the evidence-backed research that supports the use of whole life insurance and annuities in financial planning.

With decades of experience in the financial markets, Morningstar's team of experts, Brad Murphy, CIMA®, and Portfolio Specialist Brian Duffy, bring a wealth of knowledge to the table.


In their featured video, they dive deep into the macroeconomic trends that could shape the remainder of 2023 and share their projections for various asset classes going forward.


Whether you're interested in equities, fixed income, or alternative investments, Morningstar's insights will provide you with a robust foundation for new potential investment strategies.

John Caserta debunks myths and blanket expressions from Suze Orman and Dave Ramsey
John Caserta talks with Morningstar® about the future of stock markets and the economy for the rest of 2023

Educating beyond meetings.

They say do what you love. Well, that's why we are passionate about educating clients and the public about "all-things-money"! Our managing director, John Caserta, appears on WTNH regularly, while we also host client-exclusive webinars monthly. Learn more by clicking below!

Compensation on Investment Advisory

We partner with portfolio managers to provide clients with investment advisory services. We receive a portion of the fee you pay them for the management of your portfolio – nothing else. Ever.


We are fiduciaries. So regardless of the portfolio manager you choose, we receive clearly defined compensation that you know about upfront.

Investment advisory services offered exclusively by Investment Advisor Representatives of Hornor, Townsend, & Kent, LLC. Please refer to the advisor's Form ADV Part 2b or the applicable Form CRS for complete details.

John Caserta - business professional male wearing a suite looking at data
Amy Crookshank - a business professional woman smiling to the left wearing a white blouse
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