Danielle M Maurizi
Financial Advisor
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Charlotte Morgan Earley
CFP®, ChFC®
Director of Financial Planning
Diana C Mazzei
Financial Planning Specialist
Katelyn M Jacques
Financial Planning Associate