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    • Home
    • Our Team
      • Chief Executive Officer
      • Leadership Team
      • Service Ambassador
      • Brokerage Directors
      • Financial Advisors
      • Financial Service Reps
      • Agent Emeritus
    • Advisor Teams
      • Zea Financial
      • Okos Financial Group
      • Peggy Ehrhart
      • Riechert Financial Group
      • Sal Dileo
    • Services
      • Education Planning
      • Estate Planning
      • Business Solutions
      • Special Needs Planning
      • Retirement Planning Cente
    • Careers
      • Career Opportunities
      • Onboarding for New Hires
    • CWP Photos
    • CWP Cares
    • Contact Us
    • Licensing
    • In The News
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      • CWP Store
      • Calendar
CWP

Signed in as:

filler@godaddy.com

  • Home
  • Our Team
    • Chief Executive Officer
    • Leadership Team
    • Service Ambassador
    • Brokerage Directors
    • Financial Advisors
    • Financial Service Reps
    • Agent Emeritus
  • Advisor Teams
    • Zea Financial
    • Okos Financial Group
    • Peggy Ehrhart
    • Riechert Financial Group
    • Sal Dileo
  • Services
    • Education Planning
    • Estate Planning
    • Business Solutions
    • Special Needs Planning
    • Retirement Planning Cente
  • Careers
    • Career Opportunities
    • Onboarding for New Hires
  • CWP Photos
  • CWP Cares
  • Contact Us
  • Licensing
  • In The News
  • Staff Access
    • CWP Store
    • Calendar

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Financial Services Representatives

Todd Bass, JD*, AEXP®, AEP®

Todd Bass, JD*, AEXP®, AEP®

Todd Bass, JD*, AEXP®, AEP®

Advanced Sales Specialist


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Jeff Berlent

Todd Bass, JD*, AEXP®, AEP®

Todd Bass, JD*, AEXP®, AEP®

Relationship Manager


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Matthew G. Bernstein

Todd Bass, JD*, AEXP®, AEP®

Matthew G. Bernstein

Financial Services Professional


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Peter Bisulca

Todd Bass, JD*, AEXP®, AEP®

Matthew G. Bernstein

Brokerage Director 


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Tom Consiglio

Anthony Lucarelli

Anthony Lucarelli

Financial Services Professional


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Anthony Lucarelli

Anthony Lucarelli

Anthony Lucarelli

Financial Services Professional


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Elizabeth Pedroza

Anthony Lucarelli

Elizabeth Pedroza

Financial Services Professional


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Jessenia Soundias

Anthony Lucarelli

Elizabeth Pedroza

Financial Services Professional


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Gretta Zutz

Gretta Zutz

Gretta Zutz

Financial Services Professional


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Meet more of our team?

PartnersLeadership TeamService AmbassadorBrokerage DirectorsFinancial AdvisorsFinancial Service Representatives

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, Springfield, MA 01111-0001) 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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