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  • John Caserta
    • Aug 9, 2018
    • 0 min read

Three Mistakes You're Making with Financial Planning



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Caserta & de Jongh, LLC
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Office: (203) 272-9111

Fax: (475) 655-2781

 

12 Elm Street

North Haven, CT 06473

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info@caserta-dejongh.com

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Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 187 Danbury Road, 2nd Floor, Wilton, CT 06897  (203) 966-2636. 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. 

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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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