Caserta & de Jongh, LLC

Caserta & de Jongh, LLC provides clients with the resources for the creation, coordination and implementation of financial strategies.

Caserta & de Jongh, LLC is a multi-family office that specializes in designing, implementing, and monitoring customized financial plans to help meet the unique needs of individuals, families, and businesses. Facebook is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This mat

Photos from Caserta & de Jongh, LLC's post 06/14/2024

Educating others will never get old.

Yesterday, our President and CEO John Caserta was invited to share his expertise on financial planning with the State of Connecticut Judicial Branch!

The engagement and enthusiasm of the attendees reaffirmed the reciprocal nature of education — teaching and learning from one another is so important.

It's never too early or too late to take charge of your financial life!

Photos from Caserta & de Jongh, LLC's post 05/30/2024

2 years ago…

John was invited to WTNH News 8 to discuss the topic of Planning for Retirement.

It’s an ongoing issues where individuals are not feeling confident in their savings for what’s supposed to be their “golden years”.

Try to not become one of these people!

If you want to learn more about the best retirement practices, be sure to watch John's segment below ⬇️


As we gather with family and friends, fire up the grill, and enjoy the long weekend, it’s essential to take a moment to reflect on the true meaning of Memorial Day.

This day is more than just the unofficial start of summer or an opportunity for a well-deserved break; it is a solemn occasion dedicated to honoring the brave men and women who have made the ultimate sacrifice in service to our country.

Thank you. 🇺🇸


🌦️ Although April showers did not bring May flowers, they sure brought a storm to the stock market!

But fear not, as we dive into the twists and turns of April's storms, try to keep optimism for a soft landing.

👉 Watch our newest for a breakdown of trending events of the past month and what it means for your money.

Photos from Caserta & de Jongh, LLC's post 05/15/2024

Last week, our team had the amazing opportunity to visit Maui, Hawaii for Penn Mutual's Royal Blue conference.

The conference was a perfect blend of professional growth and breathtaking experiences.

🌴 And of course, the picturesque landscapes of Maui provided the perfect backdrop for networking and forging new connections.

Without our team's hard work and dedication to the company and our clients at Caserta & de Jongh, LLC, this wouldn't have been possible.

Here are some pictures from the great time John Caserta and Amy Stinson-Crookshank had!


☀️ Planning your summer escape?

Our newest video unveils 5 smart travel tips to keep your wallet happy without compromising on fun!

From cashback apps to alternative stays, we've got you covered. So, if you're eager to make the most of your vacation budget and ensure a safe, enjoyable, and cost-effective trip, our video is a must-watch.


Did you know that charitable giving isn't just about making a difference—it's also a smart financial strategy?

💛 This new Client Classroom dives deep into the often-overlooked financial benefits of philanthropy. From tax deductions that can save you money to networking opportunities that can open doors, philanthropic activities can have a significant impact on your bottom line.

Join us as we explore how giving back can lead to financial growth, personal fulfillment, and a better future for all.

📚 Class awaits!


🌎 Each spring, a particular holiday reminds us that we need to care about the planet every day.

Today, April 22nd is Earth Day, an occasion to think about the land, the rivers, the lakes, the oceans, the air, and what we can do on their behalf.

🌳 Earth Day is our chance to act green: to plant a tree; to clean up the landscape; to protect habitat and species; to protect the environment; to conserve.

We hope Earth Day inspires you to make a difference!


🌷 Spring has sprung!

While you're decluttering your space for spring cleaning, why not give your finances a refreshing makeover too?

⭐ Remember, April is Financial Literacy Month, so I encourage you to take this time to really crack down on using the resources available to you to get a better understanding of your financial image.

In this Client Classroom, learn about the best practices for cleaning up your finances, along with some pro tips to give you a little boost.


⭐ Your March 2024 economic update is here ⭐

Explore the economic pulse as we wrap up Q1! Markets are up, home sales surge, but inflation remains a concern.

Discover insights on investor confidence, Fed's plans, and innovative financial strategies amid challenges.

Dive into the details for a comprehensive view of the economic horizon!


🐶 Meet the Team 🐶

Here at Caserta & de Jongh, we have two very special team members who make every day brighter: Theo and Gimli.

Theo takes his role as Barketing Specialist quite seriously. From delivering important memos with a wagging tail to boosting office morale with his infectious enthusiasm, he truly embodies the spirit of teamwork.

On the other paw, Gimli, our Cuddle Coordinator, brings a whole new level of comfort and joy to the workplace. His cuddle sessions are legendary, known for reducing stress and increasing productivity in the office.

Today, as we celebrate , we want to give a big round of ap"paws" 🐾 to Theo and Gimli for their help in making our days better.

They remind us every day that work can be both productive and fun, especially with a furry friend by our side!

Happy National Pet Day to all pets out there!


Did you know that April is Financial Literacy Month? It's the perfect time to elevate your financial knowledge and skills to new heights!

💪 Financial literacy is more than just balancing a checkbook or creating budgets. It's about mastering intricate financial concepts, strategic planning, savvy investments, tax optimization, and forward-thinking financial planning.

We've curated exclusive videos available to watch on our website at

Explore topics like strategic planning, advanced investment strategies, tax optimization, and more to secure your financial well-being for the long term.

👉 Don't miss out on this opportunity to empower yourself with valuable insights and resources. Let's make April the month you take charge of your financial future!


🖥️ World Backup Day is this Sunday, March 31st.

With scams, hackers, and fraud becoming more prominent and consistent in this digital age, this Client Classroom is a must watch!

👉 Today, we delve into the best practices for record and document keeping.

Gain valuable knowledge on how to protect your sensitive financial information, comply with legal obligations, make informed financial decisions, and ensure peace of mind knowing your documents are secure and accessible!


Ever wondered if you can make a difference while meeting your long-term goals?

🌎 That's the power of Socially Responsible Investing!

Dive into the world of ESG principles, and learn how they influence investments.

👉 Take practical steps to integrate sustainability into your portfolio and become a part of the movement towards a safer future.

Maybe we can make a difference together.


✏️ From the desk of our Managing Director John Caserta:

"Recently, I had the privilege of being invited to present different financial literacy sessions to the Eli Whitney Program at Yale, and I must say it was an incredible experience!

Seeing individuals who have the perseverance and dedication to return to their education is inspiring, and can be a lesson to all to never give up.

A huge thank you to Megan Wright for inviting us at Caserta & de Jongh, LLC to share our insights with such an engaged and enthusiastic group.

I always say empowering individuals with a financial education is a passion; but it's not only that.

It's a mission."


⚠️ February is midway through the first quarter, and it can set the tone for the remainder of the year, so it's important to keep an eye out on the economy during this time.

And with rising stocks and a better housing market, it’s time to break it all down in this edition of .


Are your 401(k)s safe?

Well according to a new article from Bloomberg Opinion, the common retirement plan may be on it's way out.

In this video, dive into the intriguing debate surrounding the future of 401(k) plans with Bloomberg Opinion's latest article, "The Uncertain Future of 401(k) Plans."

📚Class awaits!


Happy ! ♀️

Today, we're shining a spotlight on the incredible women of our office, Nathalie Edeen, Amy Stinson-Crookshank, and Deanne Annunziato, who continue to provide hard work, dedication, and brilliance.

Here's to celebrating your achievements and the strides you continue to make in shaping the workplace!


Full house for our session on "Mastering Your Money in Residency" for the Yale School of Medicine capstone students.

Educating the next generation on how to effectively manage their finances is a responsibility we don't take lightly. As medical students transition into residency and eventually into their careers, they often face unique financial challenges and uncertainties.

From managing student loans to navigating insurances, the financial landscape for medical professionals can be daunting. However, armed with the right strategies and knowledge, we're convinced they can confidently navigate these challenges and build a solid financial foundation for their future.

And that's what makes this work so rewarding. We are confident that they will carry forward the lessons learned, ensuring not only their own financial well-being but also the financial health of their future patients and communities.


Welcome to investing in 2024, where curiosity meets opportunity.

In this Client Classroom, embark on a journey into the intriguing world of investing in 2024, where each decision holds the potential for both excitement and uncertainty.

Delve into professional insights from Morningstar as we unravel the complexities of navigating today's economy. Discover hidden opportunities within bonds and stocks, and gain practical tips for making savvy investment choices, even if you're new to the game.

With a keen focus on fundamentals, learn how to confidently navigate the market's twists and turns, unlocking a world of possibilities for your financial future.

📚Class awaits!


🎉 Happy Leap Day!

Once every four years, we're gifted with an extra 24 hours – and it can be used as a moment to pause and ponder the passage of time.

But what exactly can you do with this bonus day?

Explore: A Leap Day is the perfect excuse to break routine and explore something new. Whether it's a hike in nature, trying a new cuisine, or visiting a museum you've never been to, seize the opportunity to broaden your horizons.

Learn: With an extra day on hand, why not pick up a new skill or delve deeper into a hobby? Whether it's mastering a musical instrument, learning a new language, or trying your hand at painting, you can get extra practice in today!

Connect: Use this bonus day to strengthen your bonds with friends and family. Plan a special outing, host a gathering, or simply spend quality time catching up with loved ones. Sometimes the most precious moments are found in the simple act of being together.

However you choose to spend it, Leap Days serve as a reminder to cherish each moment and make the most of our time here on Earth. So go ahead, embrace the extra day, and make it count!


At this point, I'm sure we've all heard about "artificial intelligence".

It may sound scary at first, but we're here to inform you on the pros, cons, and what to avoid while navigating this uncertain tool.

In this Client Classroom, explore how AI is reshaping personal finance, offering efficiency, insights, and security. Learn its benefits and gain practical tips to navigate AI in finance wisely to safeguard your financial well-being.

📚Class awaits!


Between job growth and good housing market news, the economy seems to be on the right track.

💡However, with interest rates being the highest they've been in 2 years, can we keep this positive outlook?

Watch our newest for a quick, insightful recap of January 2024's economic highlights, including stock market movements, job growth figures, housing market trends, and more!

John Caserta Recognized as Top Financial Professional in the U.S. by HTK 02/16/2024

🎉For the 3rd year in a row, our managing director John Caserta is being recognized as one of the top financial professionals in the U.S. for 2024!

We are so honored and proud of John to be considered for this achievement.

Read the full announcement blog by clicking on the button below!

John Caserta Recognized as Top Financial Professional in the U.S. by HTK Caserta & de Jongh, LLC, a North Haven, CT-based financial services firm, is pleased to announce that John Caserta has been recognized by Hornor, Townsend & Kent, LLC (HTK), a wealth management firm supporting independent financial professionals across the U.S., as one of the top financial professio...

Photos from Caserta & de Jongh, LLC's post 02/13/2024

What a beautiful day yesterday was to start off our Spring 2024 Financial Literacy sessions at Yale!

Thank you to Yale Law School for giving us the chance to teach their students on the importance of understanding investing and taxes.

We are always grateful for the opportunity provided to us to educate students who are looking to better themselves and their future.

It's so important to build a solid base of financial understanding when you're in school and it's a blessing to be able to help these students on their path!


It's ! 🍕

Being so close to , we are blessed to experience the best pizza around, from Pepe's to Sally's to Modern.

But having our business in the area, there is always a friendly "rivalry" between who had the best .

Now, we won't name names for our favorite, but we're curious what you think...

Which New Haven restaurant has the best pizza? 🍕

Photos from Caserta & de Jongh, LLC's post 02/05/2024

As the much-anticipated Super Bowl LVIII draws nearer, I thought sharing some fascinating details about the big event that will have us all on the edge of our seats would be interesting.

💸Millions for 30 seconds: One of the highlights of the Super Bowl is seeing how creative the ads are. But that creativity costs: one 30-second spot costs a cool $7 million just for the ad time.

🎟️Historic High: Ticket prices are the most expensive in history, ranging in price from around $6,500 to nearly $70,000 after fees. The average ticket price is coming in at $12,240, up 38% from last year's price and more than double what a ticket cost to the 2019 big game!

Who are you rooting for in this year's Super Bowl? Remember, it's not whether you win or lose, but enjoying the game with family, friends, and all the delicious food


Whether you're considering an estate plan, are working on one, or just want to review the one you have, this is the video for you!

Learn what you need to know about estate planning including trusts, wills, taxes, and even more.

💡Don't wait until it's too late, give this Client Classroom a watch now!


🍼 On January 18th, 2024, our advisor Nathalie and her family embraced the arrival of their newest family member, a 2nd baby girl, Noelle Hope Edeen!

Both mom and baby are doing wonderfully.

Nathalie has been an integral part of our team and we are confident that her passion and dedication will be mirrored in her continuing role as a parent.

Please join us in congratulating them on this joyous occasion! We are excited to welcome Noelle into the world and look forward to seeing the happiness she brings to her parents' lives.


We’re all human. We make mistakes, it’s how we learn.

But, finding it in yourself to correct the mistake is the hard part, and that still applies to your finances!

Watch this edition of Client Classroom to learn about:
✅Common financial mistakes
✅Their consequences and how they affect you
✅Different strategies you can use to avoid them

Class awaits!

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Our Story

Caserta & de Jongh, LLC is a multi-family office that specializes in designing, implementing, and monitoring customized financial plans to help meet the unique needs of individuals, families, and businesses.

Facebook Business is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA / SIPC 210 Park Avenue, Suite 101, Florham Park, NJ 07932, (973) 538-9100. Caserta & de Jongh, LLC is unaffiliated with HTK.

Videos (show all)

April Showers Didn't Bring May Flowers | 1 Month in 1 Minute
How to Enjoy Vacation on a Budget | Caserta & de Jongh, LLC
The Art of Charitable Giving & It's Benefits | Client Classroom
Spring Cleaning Your Finances | Client Classroom
⭐ Your March 2024 economic update is here ⭐Explore the economic pulse as we wrap up Q1! Markets are up, home sales surge...
How to Celebrate National Financial Literacy Month | Caserta & de Jongh, LLC
Best Practices for Record and Document Keeping | Client Classroom
Intro to Socially Responsible Investing | Client Classroom
Rising Stocks, Housing Recovery, and Fed's Next Move | 1 Month in 1 Minute
401(K)s and Their Uncertain Future | Client Classroom
2024's Best Investment Opportunities (From Morningstar) | Client Classroom
The Role of A.I. in Personal Finance: Pros, Cons, and What to Avoid | Client Classroom



12 Elm Street
North Haven, CT

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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