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News

The following are copies of our newsletters, articles and videos you may find helpful.

Articles:

1st Qtr. Winter 2021 Newsletter

Videos:

Tuning out the Noise

Kevin Kennedy: One Chance to Retire Well

Greg Bunger: What’s at Stake For You in Retirement?

Why Your Financial Advisor Should be a Tax Expert

Our Company

We realized from the beginning that to provide outstanding client service, we had to be independent. Free to make choices and decisions in a way to best serve our clients. Free to help our clients attain financial security based on their individual goals and not have to satisfy a sales quota. And free to learn what matters most to our clients.

We build deep, lifelong personal relationships with our clients based upon trust, unbiased advice, and outstanding customer service. We have been pleased to watch our clients grow and prosper through these enduring relationships.

Company Info

Contact Us Legal Newsroom

CONNECTICUT
One Pomperaug Office Park, Suite 307
Southbury, CT 06488
Phone 203-264-1200
Fax 203-264-3888

FLORIDA
4440 PGA Boulevard, Suite 600
Palm Beach Gardens, FL 33410
Phone 561-223-1475
Fax 561-828-7898

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