Ready to start your financial journey? Let's discuss your goals and create your personalized plan
Ready to take control of your financial future? Contact us today to schedule your complimentary consultation.
29 S Main St, West Hartford, CT 06107
Please call to schedule an appointment
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: By appointment
Sunday: Closed
The easiest way to get started is to schedule a complimentary consultation. Choose a time that works best for you.
Your first meeting is always free with no obligation. We'll discuss your goals and see if we're a good fit to work together.
You'll meet directly with me, not a junior associate. I personally handle all client relationships and planning.
Meet in my office, at your home or workplace, or via video conference - whatever is most convenient for you.
This is a discovery meeting focused on understanding your needs. There's no sales pressure or obligation to move forward.
Use the scheduling tool below to book your complimentary consultation at a time that works for you.
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Prefer to schedule by phone?
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29 S Main St, West Hartford, CT 06107
Free parking available
Wheelchair accessible
Comfortable meeting space