Meet Our Advisors

David Brochu, CPA

David Brochu, CPA

LPL Financial Advisor & Partner

860-678-7350

860-678-7356

Jennifer Chase, CFP®

Jennifer Chase, CFP®

LPL Financial Advisor & Partner

860-678-7350

860-678-7356

Robert Brochu, CFP®

Robert Brochu, CFP®

LPL Financial Advisor & Partner

860-678-7350

860-678-7356

What We Do Best

Retirement

Retirement

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Investments

Investments

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Insurance

Insurance

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Estate & Tax

Estate & Tax

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We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.


Let's Work Together

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