Oak & Stone Capital

Joseph A. Catanzaro, CFP®

Provides professional assistance in financial planning and partners with our team on 401k sales and servicing.


OneDigital Health

Sean Fitzgerald

Controls employee benefits cost through a strategic planning process and provides exceptional resources to assist HR professionals.

Leo Mortgage Inc.

Jerome Scarpello

 A full-service Mortgage Brokerage offering Conventional, FHA, VA, PHFA, and USDA mortgage loans for purchase or refinance. 

American Heritage Credit Union

Their agency provides insurance products and services for all members of the credit union.

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