West Hartford, CT Investment Service

Caseys quick and thorough communication with me is such a blessing! Im able to communicate electronically too when its simple matters to get things done which fits so wel ... more

Great firm! Jared provides great advice and is not afraid to tell me what I need to hear. Kate is very responsive to all of my needs.

Working with Domenic over 25 years and trust his work ethics. Easy to talk to and discuss financial issues.

High fees!

Do not use this or any other santander bank atm they always dipense incorrect amount of money and never gives a reciept

I'm giving this pathetic excuse for a company 1 star because they misused the term "right to refuse service" to unfairly discriminate against me. They kept me on the phon ... more

Jamie is experienced and knowledgable advisor that I would recommend to anyone looking for financial planning or investment advice.

I am so happy to have met Maggie Johndrow. She is so kind and thoughtful in her approach. As a client who knew very little about investments and different options, I was ... more

Great firm! Jared provides great advice and is not afraid to tell me what I need to hear. Kate is very responsive to all of my needs.

My wife and I have been working with Eric and his team for several years. They are meticulous in their approach they never let anything slip to the cracks. They are also ... more

Really enjoyed the meetings and my wife an I attended a few seminars. Lot's of fantastic people and information. We moved here from isSacramento and this reia is bigger ... more

they have no idea about their products, either in the store, or on the phone, I don't know if it's because of racial profiling or not, but the service is very bad. They ... more