15 North Main Street Suite 100 West Hartford, CT 06107

860-761-1000
[email protected]
Client Login

Useful Links

We’ve provided you with a list of useful financial resources to help you find information that interests you. If there are other links you believe would be useful to share, email us to let us know. 

Market News

Financial Calculators

Stock Information

Market Information

Featured Content

<p>Year-End Charitable Gifting and You</p>

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
Learn More
<p>Retirement Traps to Avoid</p>

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
Learn More
<p>Bursting the Bubble</p>

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn More

Have a Question?

Thank you!
Oops!

Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.

Make an appointment with Dave