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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.


Meet Our Experienced Professionals

David R. Brochu

David R. Brochu, CPA, MST

LPL Financial Planner & Partner

860-678-7350

860-678-7356

Jennifer Chase

Jennifer Brochu Chase, CFP®

LPL Financial Planner & Partner

860-678-7350

860-678-7356

Sarah Hall

Sarah B. Hall, CFP®

Director of Operations

860-678-7350

860-678-7356

Courtney Paradis

Courtney A. Paradis

Client Service Specialist

860-678-7350

860-678-7356

Anthony  Maselli

Anthony Maselli

LPL Investment Advisor Representative

860-678-7350

860-678-7356

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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