Since becoming certified in 1979 and opening my office in 1986 , I have been providing Financial Services to Connecticut businesses and individuals alike.  Like the traditional accounting firm, I provide accounting and tax services.  However,
unlike traditional firms, I don't maintain a huge, costly staff.  Instead, I have developed a network of independent professionals with a broad array of specialties.  You don't need to go to the large accounting firm to get "one stop shopping."   Call me today and I will build a team of professionals to assist you in achieving your specific goals. 

Beginning in June 2002 I added Investment Management services to better serve my clients.  As a Registered Investment Advisor Agent and with the assistance of experienced independent professionals I now offer comprehensive fee based portfolio management services.  My goal is to satisfy your investment goals with low turnover and  low cost to maximize your returns.