Successful Wealth Management Through
Personalized Financial & Retirement Planning

CONNECT

Address:

55 Greens Farms Road
Westport, CT 06880

Phone:

203.221.0202

Fax/Other:

203.221.0234

RISK MANAGEMENT & INSURANCE


The purpose of our risk management program is to provide you with the most cost-effective strategies for protecting your lifestyle and estate against catastrophic financial losses arising from personal and professional risks.

In cases where insurance products provide the best method of protection, we have the flexibility and expertise to choose from a portfolio of high quality insurance companies. We can provide you with counseling on all types of personal and business insurance coverage:

  • Medical insurance
  • Personal disability income insurance
  • Business overhead expense insurance
  • Buy/Sell agreement insurance
  • Property and personal liability insurance
  • Life insurance
  • Long-Term Care Insurance
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck