Our Firm

Wilton Headquarters

What makes us unique as a part of 1847Financial nationwide is our focus on helping you as a private label firm for the modern financial professional. 

We work with you to deploy our Private Label Experience that offers tools and solutions to our financial professionals that give them control over their brand, while receiving the support they've always wanted and needed.

With our team's intellectual capital matched with top-rated products and award-winning technology, we are able to look at your business from a different point of view. 

We help you every step of the way from marketing and case design, to illustration and onboarding.

  • Marketing – We listen to your vision, go to our drawing board and creates a brand framework that is like no other financial professionals in your marketplace. 
  • Prospecting – We can help when you have prospects with specific needs and you want to present the best possible opportunity to them.
  • Case Design - Our product specialists create and design your case using our intellectual capital, sales concepts and state-of-the-art technology.
  • Client onboarding - Your client is protected and you start to work with our award-winning Accelerated Client Experience (ACE) and Insight.

GET TO KNOW US

We believe everyone can be a trailblazer, and we are building that mentality into our culture and organization.

Together, we are embracing the forever changing landscape of the world around us and are using all of the technology at our disposal to transform our firm, our advisers and, hopefully, the entire Financial Services industry.  We are extremely proud of the talent on our team.  With a collective 190+ years of experience, we believe that we can help you turn your dreams and goals into a reality.  We are thriving under the guidance and leadership of some of the brightest minds and most experienced professionals in the business.

​Meet the people who are responsible for this change and are being trailblazers in their own way.

Staff

Meet our Firm

James Pierce

President, Chief Motivational Officer

 203-979-3506
 Email

Donna Rich

Chief Operating Officer, Practice Development Specialist

 973.919.8623
 Email

Skeff Bisset

Vice-President, Strategic Resourcing

 203.448.8305
 Email

Candace Straka

Office Manager

 973.945.2377
 Email

Susana Costa

Senior Field Liaison

 908.514.3329
 Email

Toni Fecteau

Technology Resource Specialist

 203.247.1857
 Email

Firm Services

Here’s what our financial professionals say about us:

John C.

"Since joining 1847Financial, they helped me go from a solo-practitioner, renting a small office, to a practice with four advisers and three support staff. They provided support for everything from company branding, marketing, training our new advisers and even guided us on the acquisition of two local firms."

Laura D.

"1847Financial has been the best decision I could have made for my career! Their marketing team is especially strong, and through their expertise, we have created a strong brand story and presence in our market place."

Jason W.

"At 1847Financial, they foster a creative and supportive environment for entrepreneurs to thrive. They put your business growth over theirs.”