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

Insurance Services

Financial Strategies has more than 30 years of experience assisting our clients with their insurance needs.


We provide independent access to multiple companies and a wide variety of coverages. Our fully licensed and credentialed professionals can review your current coverages, and provide quotes from the source that best suits the client.


One of the advantages of securing your insurance needs from Financial Strategies is that we do not deal exclusively with any insurance company. This allows us to tailor coverages, premiums, and other special requirements for the benefit of our clients.


Call us today for a fast and convenient quote on life, health, long-term care, home, automobile, business, liability, and specialty insurance. We’ll evaluate and explain to you how insurance can be integrated into your overall financial health.


Today’s consumers are faced with an overwhelming amount of insurance products, details, and choices. That’s why the professionals at Financial Strategies provide personal client service, and pride ourselves as part of an independent, local firm.


Our no-obligation review of our clients’ coverage is one of the reasons for our decades of success in the insurance business. You can be confident that we will be completely honest in the event we cannot improve upon your coverages or premiums.


Contact Financial Strategies today at (203) 798-9873 for more information about our insurance services.

Ron Brault, CFA
Chief Executive Officer

Ed Tomasko, CFP, MBA
Chief Financial Officer

Steven Brill, RPLU
Registered Professional Liability Underwriter

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