You don't have to do it alone

Get a personalized financial game plan that is customized, comprehensive and all based on your financial goals. 

 

The DIY   Solution

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This solution is designed for clients that have specific questions about financial planning topics or strategies that we can help implement but are not quite ready for our Wealth 360 Solution.

This is a great way for our clients to get used to our process and see the value that we bring when it comes to helping with their financial goals. 

The clients that choose this solution are provided with a needs-based financial solution, including but not limited to:

Interested in Getting Started?

Investment

Planning

Retirement

Planning

Estate

Planning

Insurance

Planning

The Value of Working

with an Advisor

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

66%

31%

No Advisor

With Advisor

Percentage of people who say they feel very financially secure.

Planning and Progress Study, 2019 Source.

Contact Us

Our Knowledge.

Your Vision.

TM

Caserta & de Jongh, LLC
Company
Who We Are
Contact Us
Privacy Policy
Contact
Office: (203) 272-9111

Fax: (475) 655-2781

 

12 Elm Street

North Haven, CT 06473

info@caserta-dejongh.com

What our lawyers want us to say:

Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 210 Park Avenue Suite 101, Florham Park, NJ 07932 (973) 538-9100. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company.  Caserta & de Jongh, LLC is independent of HTK, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 

Check the background of your financial professional on FINRA's BrokerCheck.

Investment advisory and financial planning services are provided by John Caserta, HTK Investment Adviser Representative. Our representatives are insurance and securities licensed in our home state of CT, as well as additional states.  For more information, please contact our office.  This is not an offer or solicitation in any state where not properly licensed.

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