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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. 


Brian J. Gaffney, AIF®

Director of Financial Services

(973) 335-0100


With over 30 years of retirement planning experience, I have been advising individuals, business owners and 401K plan sponsors to help them work towards meeting their financial success and fiduciary responsibilities. As a Registered...
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Luis R. Da Costa CFP®

Senior Vice President/Director of Wealth Accumulation Strategies

(973) 335-0100 x 303

(973) 335-0048

Luis R. Da Costa, CFP® has been dedicated to helping people with their financial planning needs since 2001.
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Anthony M. Calabrese CFP®, PPC™

Senior Vice President and Director of Income Planning

(973) 335-0100

(973) 335-0048

Mr. Anthony Calabrese, CFP®, PPC™, CIS has been an LPL Registered Representative since 2005 and has since had extensive experience within the Financial Services Industry, assisting clients with their Financial Planning needs.

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Robert A. Zwigard

Senior Vice President, Director of Estate & Family Succession Planning

(973) 335-0100 x 307

(973) 335-0048

Robert A Zwigard has been an LPL Registered Representative since 2000.

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