A LOCAL TEAM MAKES A DIFFERENCE

CONNECT

Address:

2614 Boston Post Road
Guilford, CT 06437

Phone:

(203) 689-9016

Fax/Other:

(203) 458-1167

Qualifications

Creating confidence through knowledge

A cornerstone of our value statement is our commitment to giving you the knowledge and information you need to make decisions with confidence.  We aim to provide you with clear answers to your questions and will keep you informed on key topics that may impact your plan.

We are also committed to providing our team with ongoing training and professional development.  Many have achieved coveted industry designations earned through rigorous ongoing study of key investment, protection and financial planning disciplines.  We use this knowledge and experience to help you anticipate life’s financial challenges and offer insight to help you make the right choices at the right time.

• CFP® – Certified Financial PlannerTM Professional

• LUTCF – Life Underwriter’s Training Council Fellow

• CLU® – Chartered Life Underwriter

• ChFC® – Chartered Financial Consultant

• CASL® – Chartered Advisor for Senior Living


 

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