What are you looking for?
California Insurance License #0K93264
Whether it is retirement planning, insurance, and investments, business succession strategies, or estate planning, we build financial strategies that are focused and straightforward, yet customized to each client’s unique needs.
We assist our clients by employing a broad view of their financial pictures. By uncovering their financial blind spots and bringing order and discipline to the insurance and investment strategies, we are able to give them a sense of clarity. Every step of the way we educate them about their choices, so they are enabled to make better decisions.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
Check the background of this investment professional on FINRA’s BrokerCheck