We are a full-service advisory firm committed to helping our clients achieve their financial goals. We offer a full range of financial products and services to individuals and small businesses. We believe you will be better able to make sound retirement decisions and reach your goals by our providing of sound financial information.
We have been working with individuals in Connecticut for over 20 years
We are dedicated to developing lasting relationships with all our clients
We believe in helping you assess your financial goals
Would you like to speak to one of our financial advisors or receive the family inventory worksheet?
Just submit your request and we’ll reply shortly. You can also email us for any further concern.
What is AEP? The Medicare Election Period, also known as Annual Enrollment Period (AEP) is an period of time where Medicare members are able to
Click here to read an article on how to protect yourself and your loved ones from phone scammers PDF Version: Click here
Great article on retirement planning – https://finance.yahoo.com/news/5-retirement-assumptions-cant-anymore-100036212.html