All the financial expertise and advice you’ll ever need,
from one group of independent, knowledgeable people.

Contact Us

Office Location

Carrier deliveries: 8 School Street, Bethel CT 06801

USPS mail: P.O. Box 246, Bethel CT 06801

Phone: 203-798-9873 • Fax: 203-791-9800


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For more information or customer service, please fill out the form below and someone will contact you as soon as possible.

Legal Documents for Your Referral

Pertinent securities laws require us to file and make available the latest version of our disclosure brochure, which has been prepared in accordance with applicable federal and/or state regulations. Additionally, as a Registered Investment Advisor, we are required to adopt a Code of Ethics and a Privacy Policy. These documents are downloadable here for your convenience. Printed copies can also be obtained by simply requesting them from our office, call us at 203-798-9873.






203.798.9873 Phone     203.791.9800 Fax     8 School Street or P.O. Box 246, Bethel CT 06801     Copyright 2018. All rights reserved.