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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.“
8AM - 5PM
45 S Main St Suite 203, West Hartford“My wife and I have been working with Eric and his team for several years. They are meticulous in their approach – they never let anything slip to the cracks. They are also very attentive and proactive.“
9AM - 5PM
200 Glastonbury Blvd Suite 105, Glastonbury“Craig is the most ethical and professional financial planner I have ever worked with. As a Certified Financial Planning company owner, he not only helps me grow my financial portfolio but he looks out for his client's well-being beyond their portfolio. He demonstrates true character to his customers, is transparent, proactive and innovates together. He is extremely customer focused, taking whatever action necessary, big or small, to help ensure his clients' current and future financial stability. I highly recommend Craig.“
9AM - 3PM
1751 Ellington Rd, South Windsor“Donna is a great financial advisor! She helped me understand all of my benefits and options regarding my transition to another job. Her expertise and guidance are truly invaluable. I highly recommend her!“
“Tim Collins and his assistant Erica are great to work with. Very responsive and knowledgable.“
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—“
9AM - 5PM
25 New London Turnpike, Glastonbury“Brian and the gang have done our tax prep and helped us with our financial planning for over 25 years. Throughout all our major life changes...from building our home, life insurance needs and retirement planningthey'very been terrific!“
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“Had a great experience with Jennifer in this office. She was very helpful with getting my father in law set up with CT Medicare supplemental insurance plans as he was a FL resident. Very helpful in getting the right plan with the right coverage“