Answers, in plain English
Are you a fiduciary?
Yes. When we provide investment advice, we are held to a fiduciary standard, which means we are legally obligated to act in your best interest.
What does it cost to work with you?
It depends on the services you need and the size of your accounts. Whatever the arrangement, we will put the costs in writing and make sure you understand them before you commit to anything.
Who do you work with?
Families and small business owners, most of them in Connecticut and across New England. We are big enough to offer the full range of services you need and small enough that you will always know who you are talking to.
Where are you located?
We are in Shelton, Connecticut, at 1077 Bridgeport Ave., Suite 301. We meet in person, by phone, or by video — whatever is easiest for you.
How do we get started?
Call us at (888) 229-1833 or send a message. The first conversation is just a conversation — no cost, no obligation, and no pressure.
What is LPL Financial?
LPL Financial is the independent broker-dealer and registered investment advisor we work through. It provides the custody, technology, and compliance behind the services we offer you.
Something we did not cover? Get in touch or call(888) 229-1833.
Ready to talk about your plan?
The first conversation is just a conversation. No cost, no obligation, and no pressure.