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Investment, Investment Advisory & Insurance Services
1350 Sullivan Avenue
South Windsor, CT 06074

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Mission

Our mission is to help individuals navigate the complicated world of personal finance, educating them along the way on critical short-term and long-term topics. We want to give people the skills and knowledge to make intelligent decisions concerning their financial future.

We work hard to do what we believe is right for each individual. 

Part of doing what is right is to help identify those inevitable and unexpected life challenges, and work with individuals to plot a course through those challenges.

We strive to exceed your expectations. We take very seriously the need to recognize, evaluate, and help implement new opportunities and strategies that we expect can provide a lasting benefit.

We want to gain your confidence and respect. Long-term relationships that encourage open and honest communication are two cornerstones in the foundation of our success.