We help people simplify their financial affairs.
There is a significant amount of “noise” in the financial markets.
Our commitment is to help simplify our clients’ lives. We do this by building relationships with our clients over time.
We are backed by our team’s strong relationship with Raymond James Financial Services, Inc. (RJFS) to provide independent financial advice. Lead by Thomas F. Scanlon, CFP®, CPA he and his team provide customized planning solutions to our clients.
Located in Manchester, the team serves clients throughout Connecticut and New England. Please contact us to schedule an appointment to discuss your specific needs and how we can be of assistance.