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Specialties
We specialize in Divorce financial services working with you and your lawyer on a fee basis to create the best outcome that is not only equitable but fair. We work with our clients before, during and after the divorce process.
In addition, we offer elder financial services, where on a fee basis we review and help consolidate estates so that they are easier for the client and their family to manage.
History
Established in 1984.
Originally located in Manchester, CT. We have now been at the same location in South Windsor for over 13 years.
Meet the Business Owner
Jay B.
Business Owner
I have been securities licensed for over 30 years, working originally with a regional brokerage firm and then as a bank branch manger and financial advisor. I have been an independent financial advisor since 1994. I hold licenses in securities, insurance and I am a Registered Investment Advisor which allows me to do fee based financial consulting.