Caserta & de Jongh

Caserta & de Jongh, LLC is a fiduciary financial planning firm based in North Haven, Connecticut, dedicated to helping clients achieve their financial goals through strategic planning rather than product sales. They offer a range of services including budgeting, education planning, estate planning, and retirement income planning, tailored to meet t... he unique needs of each client. The firm provides both virtual and in-person meetings, ensuring accessibility for clients regardless of their location. Their approach emphasizes collaboration and personalized solutions, with options for clients to implement their plans independently or with the firm's assistance.Read More