2319 Whitney Avenue, Suite 5AHamden, CT 06518
I work with individuals and business owners by offering a wide range of financial products and services, while striving to improve their knowledge of the financial planning instruments and strategies. You can better identify goals and make financial decisions by utilizing the financial planning process and understanding which investment strategies and tools are necessary to help pursue your goals.
Financial Planning Services
Fee-Based Asset Allocation Programs
Individual and Business Retirement Plans
Call to discuss the products and services that may be available to you and start down the path towards your financial goals. Please note I offer seminars and workshops on many of the services listed below.