Broker Check

300 Church St., Suite 301 
Yalesville, CT 06492
(203)265-2025

Our Services

Financial Planning Services

Investment Strategies

  • Asset Allocation
  • Education Planning
  • Estate Planning
  • Retirement Planning
  • Risk Management
  • Tax Planning
  • Income Planning

Investments

Mutual Funds

  • Stock
  • Bond
  • Federal Tax-Free (municipal bonds)
  • State Tax-Free (municipal bonds)
  • Government Securities
  • International/Global
  • Money Market Funds
  • Unit Investment Trusts
  • Altermative Investments (private investments)
  • REITs

Retirement Plan Services

  • IRAs
  • Keogh Plans
  • Pension Plans
  • SEPs
  • 401(k) Plans
  • 403(b) Plans
  • Profit Sharing Plans

Insurance Plans

  • Term Insurance
  • Ordinary Life Insurance
  • Universal Life Insurance
  • Survivorship Life
  • Variable Life Insurance
  • Annuities – Fixed & Variable
  • Long Term Care Insurance
  • Executive Benefit Plans
  • Key Person Insurance
  • Buy Sell Agreement
  • Group Life Insurance
  • Group Medical & Dental
  • Disability Income Insurance