Managing Director
Angelo Berretta has experience focusing in Areas of Finances and Investment Advisory / Elder Planning.
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Strategic Partner
William Merecki is a Federal Benefits Consultant and founder of the Federal benefits Group, providing federal employees information regarding their unique benefits.
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Sr. Administrative Associate
Company Support Team consist of CPA's Attorney's Pension Administrators, Enrolled Agents, Certified Financial Planners ( CFP ) Chartered Financial Consultants (CHFC)
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