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Advisor's Blog

Quick tips, deep insights and the latest financial news from our advisors to help you Plan Well. Invest Well. Live Well.™

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You & Your Money Podcast

Listen and subscribe to learn strategies for you and your money that will help you to Live Well! Topics include everything from determining your financial life goals, to family conversations about money, the specifics of financial planning, investing insights for individuals and businesses, and commentary about the latest financial happenings. Listen here, subscribe on Spotify, Apple Podcasts and other streaming services.

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Financial Calculators

Put away the scratch paper. We've got interactive financial calculators to help you quickly play out a wide variety of financial planning needs, from loans and mortgages to tuition payments, savings, retirement needs, budgeting, debt, taxes and more.

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Subscribe to the Fearless Flyer for tips and resources to help you fearlessly pursue your goals.

News & Resources

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Meet Our Five-Star Wealth Managers

2022 Five Star Wealth Manager Award 

created by Five Star Professional. The 2022 award was presented in November 2022 based on data gathered between February 2022 and September 2022. A total of 2950 Connecticut-area wealth managers were considered for the award; 290 (10% of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award. (Fee paid for use of marketing materials.) Not indicative of advisor’s future performance. Your experience may vary. For more information,  visit fivestarprofessional.com.


Check out the background of this firm and investment professionals on Finra's BrokerCheck