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



Banking Services


As part of our ongoing effort to provided a complete wealth management solution, clients have access to a comprehensive menu of both traditional and sophisticated services through our broker-dealer relationship with BofI.

Through BofI, a leader in online banking, clients have access to an extensive product line consisting of CDs, checking and savings accounts, money markets and credit cards. Services are available for both individual clients and corporations.

Please contact our office for more information.