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Our Services

How We Work

We offer a full range of financial products and services designed to meet the needs of virtually any investor's goals and objectives. More importantly, we give the appropriate time and attention that each client relationship requires in order to utilize those products and services effectively.

If your current financial advisor is not giving you the attention you deserve, or if you need someone to talk to about your investments, call 860-488-1001 for an unbiased perspective that puts your best interests first.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  860-488-1001