Our Story

We have had the people of The Valley's trust for 44 years and will continue to do so for generations to come. The Valley in Southern Connecticut is a tight knit community where everyone knows each other, and trust is a way of life. We, as well as the Valley, are more than willing to work with and assist individuals and businesses throughout Connecticut, New York and also Florida.

Since many people regard financial strategy as complex and confusing, they often miss out on many potentially rewarding opportunities for themselves, their business, or their family. They also take unnecessary risks and fail to adequately protect that which is most important to them; preparing for retirement and preserving their wealth. Therefore, as financial representatives, with 48 years of combined experience, we help our clients pursue their future goals.