8AM - 4:30PM
33 Dale Road, Avon9AM - 5PM
200 Glastonbury Blvd Suite 105, Glastonbury“Craig is excellent in his approach. He offers guidance, alternatives, suggestions, and recommendations. He is clear and explains thing thoroughly. He is able to grasp the needs of our family and help guide us to achieve the goals that are best for us. No “one way is the only way” with him. He is detail oriented and clear that he will help us with detailed plans for our goals. Excellent communication and timely with responses. Great job, Craig!“
9AM - 5PM
15 N Main St, West Hartford“I have worked with Adrian Andreotta for at least 5 years. He has proven to be honest, professional, and very knowledgeable. When I call him for advice, I am confident that I am getting sound counsel from an expert who prioritizes my financial goals and well-being. Adrian proactively reaches out to me when there are changes in the economy or just to see if there are changes I would like to discuss. He checks in with me about my goals. Adrian is a financial advisor that I know I can trust!Because of the strength of my relationship with Adrian, I have sought him out if he has left an organization. I plan to continue working with him for years to come!Adrian, thank you for all you do!“
8:30AM - 5PM
433 S Main St # 111, Hartford“Couldn’t find a better place to invest my money. I have been a client there for almost 20 years. Eric and Anne Marie are wonderful and full of financial knowledge!“
8:30AM - 5PM
130 Glastonbury Blvd Suite 300, Glastonbury“Informative and relaxing. Brian and his assistant are very pleasant and easy to deal with. I would recommend them to everyone.“
8:30AM - 4:30PM
180 Glastonbury Blvd, Glastonbury“Extremely positive. Could not be happier. They are both very capable and dedicated to your financial needs.“
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