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.