Jan 2026
Have been working with Brian for years and appreciate his knowledge and advice. He is easy to talk to and provides information in terms that are easy to understand. Highly Recommend!!
About Impact Financial Planning
Impact Financial Planning helps people approaching or enjoying retirement coordinate retirement income, investments, tax-aware decisions, Social Security and legacy planning. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
Reviews
Nov 2025
My Financial portfolio has improved significantly since I became his client. He is always available to discuss concerns, via phone, email or in person and I appreciate the way he takes time to explain things in a way that I can understand. He listens to his customers and customizes your plan accordingly. I highly recommend Brian!
Nov 2025
Brian is very accessible and responsive to my questions on my accounts. I feel confident that he understands my goals and risk tolerance for my investments as I approach retirement. I highly recommend his offices to help you meet your personal financial goals and legacy goals.
Photos
Hours
Monday 9AM - 5PM
Tuesday 9AM - 5PM
Wednesday 9AM - 5PM
Thursday 9AM - 5PM
Friday 9AM - 5PM
Saturday Closed
Sunday Closed
Location
85 Felt Rd Suit 503, South Windsor, CT 06074
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