Our Services



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.