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9AM - 5PM
433 S Main St #210, West Hartford“Jay does a great job taking care of his clients. He's very committed and dedicated to serving their best interests.“
9AM - 5PM
200 Glastonbury Blvd Suite 105, Glastonbury“Craig is excellent in his approach. He offers guidance, alternatives, suggestions, and recommendations. He is clear and explains thing thoroughly. He is able to grasp the needs of our family and help guide us to achieve the goals that are best for us. No “one way is the only way” with him. He is detail oriented and clear that he will help us with detailed plans for our goals. Excellent communication and timely with responses. Great job, Craig!“
8AM - 6PM
45 S Main St Suite 203, West Hartford“Eric has been amazing to work with the past few years! He is knowledgeable, kind, and very patient. I appreciate all of your guidance. Thank you!!“
9AM - 5PM
200 Glastonbury Blvd Suite 103, Glastonbury“Just the most helpful, smart, and kind people work here…can’t recommend enough. Helpful and not pushy—“
“Tim Collins and his assistant Erica are great to work with. Very responsive and knowledgable.“
8AM - 7PM
City Place II, 185 Asylum St 8th floor, Hartford“Lots of experience! Great advice. Holds many designations & certifications including CFP.“
“Very well taken care of by our longterm advisor from Farmington River Financial Group & a current Gottlieb Joshua advisor. Easy to get to (although we've always driven 45 min to go to Farmington as they're right off the highway. Plus they're in a beautiful new office building with plenty of parking.“
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