Trusted Retirement & Investment Specialists

You’ve entered a phase of your life where now it’s time for you to get paid back for all your hard work.
That’s where we come in.

Our Advisors

Download your 10-Point Retirement Checklist

Get information and education that can bring you peace of mind with your savings and retirement.

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Upcoming Workshops

Sign Up for Our Free Retirement & Investment Planning Workshops

Our workshops provide an opportunity for you to get financial and retirement planning information and solutions at no cost to you – in a relaxed environment. Simply click on a workshop below or check the Seminars Schedule link to see all available dates and times.

Financial Workshops

Tuesday, April 23, 2024

Tuesday
06:00 PM
La Luna Ristorante
Branford CT

RSVP

Financial Workshops

Wednesday, April 24, 2024

Wednesday
06:00 PM
Casa Mia on the Hill
Newington CT

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Financial Workshops

Wednesday, April 24, 2024

Wednesday
06:00 PM
Tremezzo Ristorante
Wilmington MA

RSVP