Financial Planning

Mark Egidio &/or his associates will discuss your personal goals and help you plan for a secure financial future. Call today for a free, no obligation personal consultation. Egidio Assante Lennon associates are available to meet with WCTFCU Members at the Trumbull, Cheshire, Madison, or Glastonbury office, by Zoom, and at a WCTFCU branch.

Offered to WCTFCU members through Egidio Assante Lennon Wealth Management LLC is located at 129 Samson Rock Drive, Madison, CT, 06443.  

  • Egidio Assante Lennon LLC website
  • Telephone:
    • 203.758.9500 x251
    • 800.992.2226 x251
    • 203.439.0732 x231
    • 877.567.0290 ONLY for Workshop Registration

      Mark Egidio and the financial advisers of Egidio Assante Lennon Wealth Management, LLC offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Investments are not insured by the NCUA,  and are not deposits, or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment. Waterbury CT Federal Credit Union is not a registered broker-dealer or Registered Investment Adviser. WCTFCU and Commonwealth are separate and unaffiliated entities.