The Cafaro Group is a wealth management practice committed to client-centered planning and service. To help our clients meet their financial goals, we listen and review each unique situation, objective and concern. This consultative approach results in a comprehensive wealth management strategy based on a broad understanding of our client’s financial picture. Everyone at The Cafaro Group is committed to providing outstanding client service. Our service model is built around our clients’ active schedules and is designed to provide our clients with efficient and exceptional client service.
ChFC®, CFP®, CLU®, RICP®
CRPC™
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.