74 West Pomfret Street,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
CERTIFIED FINANCIAL PLANNER™
Investment Advisor Representative
Annuity & Insurance Agent
Whether you are investing to build wealth or using insurance to protect your family and preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our firm has 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.