Caserta & de Jongh, llc.
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- Caserta & de Jongh, llc.
Caserta & de Jongh, LLC provides clients with a single source for the creation, coordination and implementation of financial strategies. (203)-404-0425.
(2)
Address
1781 Highland Avenue Suite 202
Cheshire, CT
06410
Telephone
Website
Products
Fee-Based Financial Planning*
Our fee-based financial planning* services provide clients with a written plan that can be comprehensive or specific to certain planning topics, which typically include:
• Comprehensive personal financial planning*
• Summary of client's present financial position or income and expenses
• Assessment of client's stated financial goals
• Advice concerning the use of trusts, wills, registration of securities, insurances, etc.
• Retirement analysis
• Education funding analysis
• Estate planning
• Review and update of financial plans or reports
• Tax planning
Portfolio Monitoring Services
Our portfolio monitoring services can provide ongoing advice on financial matters, which typically include:
• Investment portfolios*
• Insurance portfolios
• Retirement portfolios
• Business planning strategies
Consulting Services
Our consulting services provide regularly scheduled consultations on a variety of financial matters, which typically include:
• Periodic consultation on general planning
• Investment* monitoring
• Selection and review of money managers
• Retirement plan sponsor services
• Coordination of services with other financial professionals
Products
To help address specific needs, we are able to provide an array of insurance and investment* products including life, disability, long-term care, annuities, brokerage accounts, and money management services.
*John Caserta is a registered representative of and securities and investment advisory services offered through Hornor, Townsend & Kent, Inc. (HTK) Registered Investment Advisor, Member FINRA/SIPC. 210 Park Avenue, Suite 101, Florham Park, NJ 07932 (973)538-9100. Caserta & Company is independent of HTK.
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