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Shelton Office:                         Hamden Office:

1000 Bridgeport Avenue       3190 Whitney Avenue
Suite 308                                    Building 6s
Shelton, CT 06484                   Hamden, CT 065181

Call Us: 203-248-1972

When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot It May Be Time for a Financial Checkup
New Main Office!

New Main Office!

We are happy to announce the opening of our new office located at 1000 Bridgeport Avenue Shelton, CT 06484 .   Our Shelton office, along with our existing Hamden location, will enable us to better serve our clients and allows for additional expansion of our advisory and services teams.  The grand opening of our new office is scheduled for July 2021.









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Insuring Your Business With a Buy/Sell Agreement

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Four Reasons Millennials Need an Estate Strategy

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Assess whether you are running “in the black” or “in the red” each month.

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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