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105A Newtown Rd, Suite 5, Danbury, CT 06810
240 Pomeroy Ave, Suite 201, Meriden, CT 06450
1261 Post Rd, Suite 102, Fairfield, CT 06824 
6929 E. Greenway Pkwy, Suite 195, Scottsdale, AZ 85254 

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance