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

Tax Resource Handbook


Stock Information

Market Information

Featured Content

Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
Learn More
Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Learn More
How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
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