Celebrating Our 28th Anniversary!
We were founded in November of 1989 and have remained in the same location in Windsor Locks, Connecticut.
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial expertise.
Just click on Client Services at the top or bottom of this page. If you need assistance with something you don't find listed, please give us a call and we can direct you to someone who can help.
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.