Who We Are

The firm has more than 70 financial professionals throughout Southern New England and into New York State. These professionals focus on specific areas to serve the unique needs and concerns of each client, at every stage of life, such as:

• Potentially increasing your net worth
• Preparing for illness or injury
• Investing and helping make your assets last
• Reducing the amount of taxes you pay*
• Saving for a child's education
• Preparing for your retirement
• Using insurance effectively
• Providing for a smooth distribution of your estate*

We help our business clients:

• Maximize personal benefits
• Provide tools to recruit and retain employees
• Preserve their business against the loss of key employees
• Create ownership succession strategies

* The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.

121-20140603-188335