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For Scheduling, Appointment Confirmation, Administrative Questions and Client Service Please contact: Susan Piccione 508-760-4072 ext. 2 or

For all Financial Planning and Investment Related Requests Please contact: Don Vendetti 508-760-4072 ext 3 or

From Route 6 (Mid-Cape Highway) take Exit 9B to Route 134 North.  Travel straight on Route 134 for approximately 1 mile.  Our office is located on the right hand side in the Towne Plaza directly across the street from the Wixon Middle School.   The address is 900 Route 134 in South Dennis, Massachusetts 02660.

Let us know how we can help. Visit our Financial Services Representatives at a local office near you and start crafting your strategy to help secure your financial future today.