All the financial expertise and advice you’ll ever need,
from one group of independent, knowledgeable people.
Financial Strategies' investment management is a fee-based service. We do not work on commission. We are independent advisors, and therefore are not tied to specific products. Our compensation is for our expertise, insight, research and knowledge, and for managing investments and risk. We earn our clients’ confidence and trust by being a consultative resource, exhibiting total reporting transparency and conducting business with the utmost integrity. Investment services include:
Keeping as much of the money you earn is another aspect of wealth-building. Financial Strategies handles individual and small business tax consulting, preparation and filings.
Financial Strategies offers an independent, expert consulting services on personal and businesses money management issues.
Working with small businesses and startups Financial Strategies helps owners select and register legal entities, and establish and maintain good financial business practices record keeping and legal accountability.
Financial Strategies has alliances with, and can refer and/or work in conjunction with, other professionals (i.e. attorneys) whose services may be necessary to, but outside the scope of our financial 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.