Terry Bongiovanni, CLU, ChFC
Terry founded the agency in 1987 after working for several years as a team leader at John Hancock. He holds certifications as a Charted Life Underwriter and Chartered Financial Counselor. He also holds insurance licenses in the several states for both Health and Life insurance and Property and Casualty Insurance. He also has his series 6 securities license. Terry has amassed vast experience and expertise in the areas of financial planning, Medicare, and life insurance.
Investment Advisor, Partner
Ty joined Terry and Eileen after graduating from Eastern Connecticut State University in 2006. He holds a Life and Health Insurance license in several states along with a Series 7 securities license and a Series 65 license. He has also been certified as an Investment Advisor Representative and a Chartered Tax Professional. Ty has gained invaluable experience in the areas of large-employer benefits, Medicare, and financial planning.
Liz joined Bongiovanni Insurance & Financial in August of 2015 as an administrative assistant across all avenues of the business. She has become an invaluable member of the team and is responsible for a vast array of tasks. She is also fluent in Spanish and has allowed the agency to service many more people because of it.
Office Manager, Partner
Eileen joined her husband Terry in the business in 1997 after instructing gymnastics for the previous 15 years. Since joining the agency Eileen has become the community service liaison for the company. Through her work with the Midstate Chamber of Commerce, the Meriden Kiwanis Club, and Girls, Inc, Eileen has lead Bongiovanni Insurance & Financial to the forefront of community service in the Meriden area. In 2016 she was recognized by Girls, Inc with the very prestigious Stong, Smart, and Bold award.
Benefits Specialist, Partner
Trey joined the agency in early 2008 after graduating from Eastern Connecticut State University. He holds a Life and Health Insurance license in several state and has become an expert in health insurance employee benefits, individual health insurance and the Affordable Care Act. He is fully licensed and approved to offer health insurance through Connecticut’s official online marketplace, AccessHealthCT.
Leah joined the team in February of 2018 and handles all of our marketing and social media accounts. She studied Audio/Video at Arts at the Capitol Theatre and then went on to major in Film & Photography at Manchester Community College. She has 5+ years of customer service experience and is excited to bring her love of the arts to Bongiovanni Insurance & Financial for all of their marketing needs.