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General Info

We understand that your goals are a combination of financial needs and desired quality of life outcomes. Financial objectives may include: projected dollar amount required to fund education, retirement, or other goals, purchasing a primary residence or vacation home, charitable giving, and establishing an emergency fund. Desired quality of life outcomes may include: feeling confident that your wealth will provide for your lifestyle, caring for loved ones, ability to pursue existing interests and new experiences, connecting to community, building a legacy, and feeling prepared for the unexpected. Many of our clients are not only interested in identifying their goals, but also the best way to get there.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 203-586-4505

Fax - 203-586-4506

Address:
465 Heritage Rd Ste 2 Southbury, CT 06488
Email:

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Categories
Investment Management, Financial Planners, Financial Services, Investments
Services / Products
401k Information Educational planning (529's/UGMA/UTMA) Employee Benefit Plans Long-Term Care Insurance Profit Sharing Plan
Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.