About Us

Douglas M. Zullo, CFP®

Douglas Zullo, CFP®, is an experienced insurance professional with 21 years of industry expertise. Specializing in life insurance, long-term care, disability income, and Medicare supplements, Doug is dedicated to working on behalf of his clients, helping them navigate the complexities of the insurance landscape.

Recognizing that insurance can be overwhelming, Doug takes the time to understand his clients' needs and present appropriate options to them. He stays up-to-date with industry and product changes, ensuring his clients have access to the latest information. By asking insightful questions and identifying their most important goals, Douglas determines how insurance can best be utilized to meet their specific needs.

One of Doug's key strengths is his commitment to long-term client support. He assists individuals in managing their policies by regularly reviewing coverage, policy performance, carrier strength, and considering their unique situations. As a CFP Professional, Doug understands how insurance fits into a client's overall financial plan, and ensures that insurance decisions align with their broader financial goals.

With his 20+ years of experience, Doug has witnessed the importance of proper planning and its impact on clients' success. He strives to guide clients towards effective insurance solutions, preventing potential pitfalls that can arise from inadequate planning. Doug is dedicated to helping clients make sound decisions and achieve peace of mind.

Joseph Zullo, CLU

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