About Alex Casella

Alex handles various areas of financial services and works directly with clients as a trusted advisor in personal finance. Alex recognizes the key to financial success goes beyond the products and solutions and focuses on effectively integrating and coordinating important financial decisions. Alex’s vision encompasses the confidence our agency was built on when he joined us in 2018 as a trusted member of our team. Alex is active in the soccer community as a soccer official. He continues to officiate at the division one college level. In his spare time Alex enjoys cooking and outdoor activities such as running, hiking, biking, and kayaking. Alex‘s license is included series 6, 63 Life, Health, Property and Casualty insurance.

401(k) V.S. Cash Value Life Insurance


401(k) Balances are Down but Cash Value Life Insurance Balances are not! With the recent outbreak of COVID-19 coronavirus, the economy and Wall Street are being greatly impacted.  The markets will return, but uncertainty in your retirement or other savings strategies can be balanced with alternative strategies not tied to market performance.  Most are unaware

Seniors | Concerned about final expenses?


Final expense insurance is a great life insurance option for seniors.  Many seniors take out final expense insurance to ease the financial burdens for loved ones at time of loss. Final expense insurance is unique as it comes in various forms and is generally a permanent life insurance policy, meaning the policy will not expire