West Hartford
Proudly Serving
West Hartford
75 Isham Rd
Suite 310
West Hartford, CT 06107
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Your West Hartford Team
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Gerald Goldberg
JD, CIMA®
Divisional President
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Christopher Rafferty
CFP®
Director, Advisory Leadership Team
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Michael Lepore
CIMA®
Head, Institutional Consulting
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Brett Esterson
CFA®
Wealth Advisor
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Jacob C. Cohen
CSRIC™
Associate Wealth Advisor
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Gregory Lucente
Lead Institutional Operations Analyst