-
the investors center
Distance: 18.3 Mi70 E Main St
06001-3800 Avon -
H & H Investment Solutions Inc
Distance: 18.2 Mi65 LaSalle Rd Ste 402
06107-2341 West Hartford -
Hooker & Holcombe, Inc.
Distance: 18.2 Mi65 Lasalle Rd West Hartford
6107 W Hartford -
Private Capitol Group
Distance: 18.3 Mi29 South Main St West Hartford
6107 W Hartford -
Commonwealth Financial Network
Distance: 21.1 Mi518 Monroe Tpke 2nd Fl
06468 Monroe
Website Links
Description
“The Foundation on Which Dreams are Built ” Our focus is client centered Our mission is to provide sound financial strategies and responsive service to our clients. From the beginning, we will take the time to get to know our clients so together we can establish a sound financial plan to help them reach their financial goals and life dreams. Over 20 years of experience Since 1985 we have been guiding clients through difficult markets and making the necessary portfolio adjustments so we stay on track in meeting the long-term goals that were established on their behalf. Our approach We generally work on a fee-based model, rather than on a commission basis, determined by client account activity. This creates an environment in which our interests are aligned together. We are independent and do not utilize proprietary products - our recommendations are objectively developed and based solely on client need. Our vision is to the future We work with our clients to ensure their financial well-being, even as their life circumstances change. We strive to provide peace of mind that allows our clients to concentrate on what is most important to them. This long-term focus guides us in everything we do and forms the core of our relationships.