College PlanningJoseph Orsolini, a Certified Financial Planner (CFP ®) and Certified College Planning Specialist (CCPS), is an expert in college planning because he profoundly understands all the intricate ins and outs of the college financial aid system, college savings plans and educational tax breaks. Joe specializes in serving the unique financial needs of parents who plan on their children attending college. He draws from many years of experience assisting families of all income levels with financial aid forms, investment advice, and tax preparation.
Judith McNiffMy primary focus is working with clients who have undergone a major life event such as death of a spouse, divorce, retirement or career change. As a woman who has experienced several major transitional events, I understand how frightening and chaotic financial uncertainty can be.
