Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Robin Condon

Robin Condon

OSJ Compliance & Supervision Manager

Helen Harrison

Helen Harrison

Chief Marketing Officer

Tim Smith

Timothy J. Smith, CLU ChFC

Insurance Brokerage Manager

Susan Schaefer

Susan Schaefer

Vice President

Steven Sheinberg

Steven Sheinberg

Employee Benefits Consultant

Gregory Leone

Gregory Leone

Director, Retirement Plan Services AIF®, CIMA®, CPFA

(203) 542-2021

(203) 544-9967

Julie Petroccio

Julie Petroccio, Office Manager

Office Manager & Assistant to John DeSalva

203-544-9300

Roger Palanzo

Roger Palanzo

Senior Health Insurance Specialist

203.544.9300 ext. 26

203.544.9967

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.