Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Paul T Magistro
Operations Manager
Paul is an attorney with his master’s degree in business administration and has 15 years of securities experience. Paul runs office operations and markets retirement and investment funds. He also provides outreach between clients, vendors and the office.
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Joseph P Geslao
Joe earned his master’s degree in Finance and has earned the professional designations of Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).
He focuses on retirement and estate proposals, education funding, and carefully monitors the financial investment market.
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