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CWP
  • Home
  • Our Team
    • Partners
    • Leadership Team
    • Service Ambassador
    • Financial Service Reps
    • Financial Advisors
    • Agent Emeritus
  • Services
    • Education Planning
    • Estate Planning
    • Business Solutions
    • Special Needs Planning
    • Retirement Planning
  • Careers
  • Culture & Events
    • Agency Videos
    • Events
  • Advisor Teams
    • Zea Financial
    • Okos Financial Group
    • Chris Vargas
    • Peggy Ehrhart
    • Riechert Financial Group
    • The Legacy Group
    • Sal Dileo
  • Contact Us

Financial Services Representatives

Todd Bass. JD, CFMVA

Todd Bass. JD, CFMVA

Todd Bass. JD, CFMVA

Advanced Sales Specialist

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Jeff Berlent

Todd Bass. JD, CFMVA

Todd Bass. JD, CFMVA

Relationship Manager

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Nicholas Boccio

Todd Bass. JD, CFMVA

Nicholas Boccio

Financial Services Professional

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Lucner Bonzil

Todd Bass. JD, CFMVA

Nicholas Boccio

Financial Services Professional

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Tom Consiglio

Adolphe Demesyeux

Adolphe Demesyeux

Financial Services Professional

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Adolphe Demesyeux

Adolphe Demesyeux

Adolphe Demesyeux

Financial Services Professional

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Solomon Feldman

Adolphe Demesyeux

Solomon Feldman

Financial Services Professional

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Alex Kalimnios

Adolphe Demesyeux

Solomon Feldman

Financial Services Professional

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Anthony Lucarelli

Victoria Lamontanaro

Victoria Lamontanaro

Financial Services Professional

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Victoria Lamontanaro

Victoria Lamontanaro

Victoria Lamontanaro

Financial Services Professional

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Quincy Lopez

Victoria Lamontanaro

Jessenia Soundias

Financial Services Professional

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Jessenia Soundias

Victoria Lamontanaro

Jessenia Soundias

Financial Services Professional

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Hunter Neville

MICHAEL M. STEFANELLI

MICHAEL M. STEFANELLI

Financial Services Professional

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MICHAEL M. STEFANELLI

MICHAEL M. STEFANELLI

MICHAEL M. STEFANELLI

Financial Services Professional

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Gretta Zutz

MICHAEL M. STEFANELLI

Gretta Zutz

Financial Services Professional

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Mike Zimits

MICHAEL M. STEFANELLI

Gretta Zutz

Financial Services Professional

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Meet more of our Team?

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Suffolk Location 

1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
631-851-5700


Nassau Location

6800 Jericho Turnpike
Suite 202W
Syosset, NY 11791
516-364-4203


Need help? Contact us. 

cwp@financialguide.com


Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. CRN202604-4189495


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