Take the first step toward reaching your financial goals


Get the information that can help you live a confident retirement.

Upcoming Events:

Join your host, Bill Leavitt, for a complimentary dinner and an informative presentation designed for retirees or those nearing retirement. Learn tax-saving strategies, new IRA/401(k) rules, and how to avoid common mistakes. Don't face retirement without a second opinion! Sign up for our event today.

Check back soon for upcoming events!

Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 203.795.7080.

Call Now Button