Insurance/Investment

Insurance Planning
Life
Disability
Long Term Care
Health

Investment Planning
Mutual Funds
Annuities

Education Planning
529 Plans
Upromise

Retirement Planning
IRA-Traditional and Roth
Annuities
401(k)
403(b)
SEP
SIMPLE
Deferred Compensation Plans
Guaranteed Lifetime Income
Pensions

Estate Planning
Reduce Estate taxes
Protect your family’s income
Control Estate distribution
Provide liquidity for Estate taxes

Business Planning
Buy/Sell Funding
Key Person Protection
Business Continuation funding
Executive Bonus Plans
Deferred Compensation Plans
Qualified and Non-Qualified Retirement Plans
Business Insurance Planning

We are licensed in Arizona, Connecticut, Maine, Massachusetts, Nevada, New Hampshire, Rhode Island, Texas, Vermont, and Washington. 

Farmington Office
   16 Spring Ln #1
   Farmington , CT 06032

   Phone: (860) 674-4000

Hamden Office
Formerly CT Insurance Store

   4133 Whitney Ave.
   Suite 2A,
   Hamden, CT 06518
    Phone: (203) 230-8810

FAX
   Main: (860) 674-4030
   Commercial: (203) 230-8806