Caserta & de Jongh, llc.

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.
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We Strive to provide direction to investors seeking guidance with their financial well being. We do so with the highest level of honesty, reliability, and excellence possible. We specialize in designing, implementing, and monitoring customized financial plans to help meet the unique needs of individuals, families, and businesses. Please add the following: While I appreciate any intention of kind w

ords and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts. The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at [email protected] Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA (www.finra.org) / SIPC (www.sipc.org). Caserta & Company and other listed entities are independent of HTK unless otherwise noted. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice. Our representatives are insurance and securities licensed in the following states: California (License ), Connecticut, New Hampshire, New Jersey, New York, Texas, and Washington. This is not an offer or solicitation in any state.

Address

1781 Highland Avenue Suite 202
Cheshire, CT
06410

Telephone

(203) 272-9111

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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