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Aaron Piquet
Financial Advisor
Sam Vercillo
Financial Advisor
Clear Direction for Your Financial Decisions
Working with individuals and families to organize their finances, understand their options, and make informed decisions as life evolves.
Invest in Your
Our Why
Most people are making financial decisions without seeing the full picture. Accounts get opened, rules change, life happens, and over time things feel scattered or unclear.
We believe planning works best when it is practical, understandable, and tied to real life decisions. Our role is to help clients slow things down, ask the right questions, and connect the dots between today’s choices and future outcomes.
As a team at Gateway Financial Partners, we focus on education, organization, and ongoing conversations. We meet people at different stages, whether they are just getting started or adjusting plans they’ve had in place for years. The goal is not perfection. The goal is clarity, direction, and a plan that can evolve as life changes.
Get to Know Us
Aaron Piquet
Financial Advisor
About Aaron
Aaron brings a thoughtful, analytical approach to financial planning, shaped by his background in psychology and his experience working with individuals and business owners. He began his career in financial services after working in the human services field, where listening, problem-solving, and understanding behavior were central to his work.
His areas of focus include retirement planning, tax-aware planning, education planning, investment analysis, and estate planning strategies. Aaron is particularly interested in how financial decisions connect across different stages of life and how small adjustments over time can meaningfully change outcomes.
Aaron entered the industry to combine his interest in finance with his desire to work in a service-oriented role. He views planning as an ongoing process and believes education plays a critical role in helping people make informed choices.
About Sam
Sam works with individuals and families who want a clearer understanding of their financial picture and a practical way to move forward. Since entering the financial services industry in 2020, he has worked with a wide range of clients, from those opening their first accounts to individuals with more complex financial situations.
His focus areas include retirement planning, budgeting, college planning, and overall financial organization. Sam believes that progress starts with consistency and that setbacks are often part of learning what works. His approach is direct, respectful, and centered on helping people feel more confident in the decisions they are making.
Sam was drawn to financial services because he wanted to make a meaningful difference in people’s lives by helping them build structure around their finances and create plans they can actually follow.
Sam Vercillo
Financial Advisor
Our Services
Our Process
Do Our Values Align?
Our Ideal Client
We work best with individuals and families who want to be active participants in their financial planning. Our approach is built around clear communication, education, and steady decision-making over time.
- Interest in understanding how financial decisions connect to larger goals
- Preference for clear explanations and straightforward conversations
- Willingness to revisit plans as life, priorities, and circumstances change
- Focus on practical planning rather than quick fixes or shortcuts
- Appreciation for long-term thinking and ongoing planning relationships
Our clients come from a wide range of life stages, but they share a desire for clarity and a thoughtful approach to financial decisions. If that sounds like how you prefer to plan, this may be a good fit.
Insights & Market Commentary
FAQ's
What is an independent financial advisor and what do they do?
A financial advisor is a professional who helps clients manage their finances, investments, and wealth. They offer personalized advice and guidance based on their clients' financial goals and needs. Financial advisors can provide services such as retirement planning, investment advice, tax planning strategies, estate planning strategies, and more.
Why should I hire a financial advisor?
Hiring a financial advisor can be beneficial for those who need help managing their finances, planning for the future, or making investment decisions. Financial advisors can provide professional advice and guidance to help clients pursue their financial goals and make informed financial decisions.
How can I determine whether my advisor is a qualified professional?
When looking for a financial advisor, using BrokerCheck can provide valuable information about the advisor's background, including their employment history, registration status, and any disciplinary actions or customer complaints. By using BrokerCheck, investors can make informed decisions about which financial advisor to work with and avoid potential fraud or misconduct.
What services do financial advisors typically offer?
Financial advisors can offer a wide range of services, including retirement planning, investment advice, tax planning strategies, estate planning strategies, risk management, and more. The specific services offered may vary depending on the advisor's experience and qualifications.
What is your approach to helping clients navigate market volatility?
As an independent financial advisor, we believe in developing a diversified investment portfolio that aligns with clients' long-term financial goals and risk tolerance. We review and rebalance portfolios regularly and provide education to help clients understand their investment strategy. During times of market volatility, we stay in close communication with our clients to provide guidance and support. By taking a strategic, long-term approach, we help our clients pursue their financial goals despite market fluctuations.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Frequently Asked Questions
We understand that managing your finances can be a daunting task, and that’s why we’re here to help. As experienced professionals in the financial industry, we are committed to providing our clients with personalized advice and guidance to help them work toward their financial goals. In this section, we’ve compiled a list of frequently asked questions to help you understand what a financial advisor is, how we can help you, and what to expect when working with us. We hope this resource will provide you with valuable information and help you make informed decisions about your financial future.
Invest in Your Future Today
Take the Next Step Toward Financial Clarity
If you’re looking to organize your finances, review your current approach, or talk through upcoming decisions, we invite you to reach out. A conversation with our team is a chance to ask questions, share what’s on your mind, and decide whether working together makes sense for you.
Whether you’re early in the planning process or revisiting plans already in place, we’re here to help you think things through and take the next step with clarity.
Our Location
Gateway Financial Partners
455 Winding Brook Dr.
Glastonbury, CT 06033
Sam Vercillo
315-459-9039
sam.vercillo@mygfpartner.com
Aaron Piquet
315-459-9038
aaron.piquet@mygfpartner.com
