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A LOCAL TEAM MAKES A DIFFERENCE

2614 Boston Post Road
Guilford, CT 06437
Phone:
  • (203) 689-9016
Fax:
  • (203) 458-1167

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Please feel free to contact us with any questions.

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Calculators

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Videos

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WORKING FOR YOU

As a valued client, your financial best-interests and peace of mind are the key areas of focus, as our simple approach is to simply and always do what's right for you. 

In addition to providing access to the strategic thinking of carefully selected, industry-leading national and global investment advisors, our approach also involves working directly with you to simplify the inevitable complexities that come with wealth, and to give you more time to do the things you truly love.

Led by experienced advisors, your team includes specialists in a wide range of areas including investments, protection, tax minimization, estate planning, business succession, elder care, special needs planning, charitable giving and other disciplines.

Each member of your team collaborates under one unified vision – to help you preserve, grow, and optimize your wealth.  Working with you on a personal and comprehensive basis, we take the time to really understand you – your current financial situation, your time horizon, your appetite for risk, and your plans for the future and the future of the people and things you love – and based on that understanding we can help you develop a customized wealth, investment, and risk management strategy that's right for you.

 

 

 

 

CRN201909-218420

 

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