Meet the team
With over 46 years combined experience we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team has helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation embracing our protection first philosophy.
Our team of financial professionals can help you address:
(860) 404-5836 x13
(860) 404-5836 x12
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.