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65 LaSalle Road, Suite 200
West Hartford, CT 06107-2312
Phone:
  • 860.521.1119
Fax:
  • 860.521.2251

Calculators

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Contact Us

Please feel free to contact us with any questions.

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Flipbooks

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For over 30 years, our practice has helped clients achieve their goals through financial planning, wealth management services, estate planning, investment management/advisory services, education savings plans, retirement planning and insurance/risk management services.

Our Process

We believe in empowering clients like you to understand your financial picture, identify short and long term goals and objectives, create a unique plan that serves your needs. Then we revisit your goals in annual assessments that measure progress and refine your plans.

To achieve this, we introduce all of our clients to the Pathway of Progress™, a three-step process that helps to put you on the road to financial security.

 
 
 
 
 
 

 

 

 

 

 

 

 



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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck