Broker Check

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

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Individuals

Financial Planning:*

  • Fee-based comprehensive financial planning for individuals, business and non-profit organizations
  • Single issue fee-based planning

*Through Investacorp Advisory Services

Investment Strategies:

  • Individual Retirement Plans (Traditional & Roth) 
  • College Savings Plans 
  • Coverdell Accounts 
  • Mutual Funds 
  • Exchange Traded Funds 
  • Common & Preferred Stocks 
  • Unit Investment Trusts 
  • Corporate, Municipal and Zero Coupon Bonds 
  • Options
  • Variable Annuities

Investment Management Services:

  • Individually customized asset based accounts
  • Separately Managed Accounts*
  • Third-Party actively managed mutual fund programs*

*Through Investacorp Advisory Services

Insurance Services:

 

  • Term, Whole Life and Universal Life Insurance 
  • Health Insurance
  • Disability Income Insurance
  • Second to Die Insurance 
  • Long Term Care Insurance
  • Fixed & Indexed Annuities

Alternative Investment Strategies: **

  • 1031 Exchange Programs
  • Equipment Leasing
  • Managed Futures
  • Real Estate Investment Trusts
  • Oil & Gas Partnerships

**For accredited investors only