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Connecticut’s Leading Financial Guide

Put our proven record of community enrichment in your corner. Wherever you want to go, we're ready to help at every step of the journey.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

Who We Are

We work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our collaborative and transparent methods, we want you to always know where you stand.

Who We Are

How We Can Help

In addition to working on your behalf, we'll simplify your financial life and help provide the freedom to focus on what matters most: Our Community.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team supporting you every step of the way.

Medicare Insurance

The decision to buy a Medicare Supplement, Part D plan or an Advantage Plan can be a very complicated one. Let us help.

Investment

Our investment team can create a portfolio that's designed to fit your lifestyle.

Employee Benefits

A well-structured Employee Benefit Plan can help retain and acquire new talent to support your business

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate strategy for your family's situation.

Individual Insurance

Whether it's Health, Dental, Vision, Life, Disability or Long Term Care, we can shop the available marketplace to find you what you need.

Speak with a neighborhood advisor to learn how<strong> we help you reach your goal.</strong>

Speak with a neighborhood advisor to learn how we help you reach your goal.

What Sets Us  Apart

In this ever-changing world, finding the appropriate strategies can become complicated. It is more important than ever, to partner with an Advisor that is able to navigate you though the multitude of available options. We take the time to get to know your needs and concerns and give you the personalized attention and service that can be hard to find in today's business world. There is no cookie cutter approach to what we do. Each client is unique. You require and deserve a customized strategy.

 

If you think your strategies are out of date, give us a chance to earn your business.

See What Our Clients Have to Say

"It has been months since we first met with James and his team, and they made the transitions of our investments super easy. We couldn’t be happier"

Sara Customer,
Happy Client and Retiree

"James and his team provide world-class financial advice on a very personal level."

George Customer,
Happy Client and Retiree

"The depth of expertise and knowledge available is beyond helpful. And if I ever have a question, I know Tom is only a phone call away."

Phyllis Vanderbundt,
Happy Client and Retiree

Call Us

860-443-2277

Address

516 Vauxhall Street
New London, CT 06320