HELP TO RETIRE NOW

I'm an investment advisor and insurance professional based in New Milford, CT. My specialty is helping you create retirement strategies that lead to financial security... In 1989, I started my career as part of an accounting team at IBM. Over the next 25 years I worked as a business consultant and tax analyst. I also branched off to offer accounting support to local businesses. During this time, I noticed that many of my clients needed financial planning services. As a result, I became a licensed health and life insurance agent. Later I obtained my "Series 65" license. This allows me to offer investment services to people and companies throughout the state... As an Investment Advisor Representative, I'm obligated to act solely in your best interests. I do this by offering fee-based investment advisory services. Additionally, I work with nationally ranked money managers to offer you a variety of portfolio options.

Primary location: New Milford United States