I’m Justin Bruzzese, a CERTIFIED FINANCIAL PLANNER® (CFP®) with New England Schooner, Inc., a Registered Investment Advisor. Since joining in 2021, I’ve been dedicated to forging meaningful, long-term connections with my clients. I take a comprehensive approach to financial planning, crafting tax-efficient investment portfolios tailored to your goals. Whether you’re a young family, recent graduate, retiree, or business owner, I’m here to assist with everything from cash flow and retirement planning to education savings, small business retirement plans, estate strategies, and insurance solutions.
My mission is to act as your financial “navigator,” simplifying the journey by offering clear, personalized options to reach your objectives. As an independent advisor, I have the freedom to choose investments that truly fit your unique needs. Once we’ve set your plan in motion, I’ll keep us on course with at least an annual check-in to review progress and make any necessary adjustments. I’m committed to making your financial path straightforward, customized, and empowering.