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.

FINANCIAL PLANNING
WEALTH MANAGEMENT
INSURANCE SERVICES
EDUCATION PLANNING
Subscribe to our monthly newsletters