CONNECT

Address:

1700 East Putnam Avenue
Old Greenwich, CT 06870

Phone:

203-637-7239

Fax/Other:

203-698-2733

Our Qualifications

We have been working with individual investors for over 50 years. Our extensive personal and professional experience provides us the intellectual capital to help maximize your assets, enhance the quality of your life and realize personal and financial goals.

Professional & Industry Experience 

  • Chartered Retirement Planning Counselor(SM), CRPC®
  • Investment Planning
  • Estate planning strategies1
  • Portfolio Management
  • Investment Brokerage
  • Trust Services2
  • Life, Health & Long-term Care Insurance2
  • Investment & Research Analysis

1 Wells Fargo First Clearing Services is not a tax or legal advisor.

Available through Affiliates.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals