45 Glastonbury Blvd, 1st Fl,,
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.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
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.
Financial Planning Consultant – Individuals & Families
Client Service Coordinator – Personal Assistant to Brian Paquette
Insurance Operations Coordinator
Vice President, Worksite Products
Vice President, Risk Management
Financial Services Executive
Financial Services Representative, CERTIFIED FINANCIAL PLANNER™ professional
Client Service Coordinator – Personal Assistant to Brian Bednarz
Financial Planner | Investment Advisor Representative
Vice President, Financial Planning
Vice President, Investments
CERTIFIED FINANCIAL PLANNER™ Professional
(860) 258 3830
(860) 218 2899
Vice President, Advanced Markets
Financial Advisor | Investment Advisor Representative
Client Service Coordinator- Executive Assistant to Justin Podbielski
Senior Vice President
Vice President, Business Development
Vice President, Retirement Planning Solutions
(860) 258 3870
Investment Operations Coordinator
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.