Shelton, CT 1000 Bridgeport Avenue Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

3

Of 2,786 advisors across 1,210 offices

Location

1000 Bridgeport Avenue, Suite 506

Shelton CT 06484

Advisors at this office

3

Advisors at this office

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John E

Series 66

Shelton, CT

Commonwealth Financial Network

John Esposito is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has seven years of industry experience, including roles at GE Capital and Dimatteo Financial prior to joining Esposito Wealth Management. Outside of his advisory work, he presents financial literacy programs at the Huntington Branch Library in Shelton, CT. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside access to proprietary model portfolios and various program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jessica L

Series 66

Shelton, CT

Commonwealth Financial Network

Jessica La Chance is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 66 designation and has worked at DiMatteo Group Financial Services and the University of Tampa. La Chance also engages in fixed insurance sales as part of her business activities. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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John D

CFP®, Series 63

Shelton, CT

Commonwealth Financial Network

John Dimatteo is a CFP® professional with 32 years of industry experience, currently serving at Commonwealth Financial Network since 1998. He also co-owns DiMatteo Group Financial Services Inc. and DiMatteo Group Florida, Inc., entities involved in advisory and insurance services. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and discretionary model portfolios while enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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