Strategies tailored for every generation.

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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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.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

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

Michael Heroux

Michael A. Heroux

Director of Investment Research Analysis

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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