Some of Our Clients

  • All About the House - Fisher's Island
  • Anderson's Garden - Niantic
  • Bennett & Smilas Engineers - Haddam
  • Brooklyn Veterinary Hospital - Brooklyn, CT
  • Mary Colechia; Tax Accountant - No. Stonington
  • County Contracting - Waterford
  • Cupola & Associates - Fisher's Island, NY
  • D. Slopak Appraisals - Taftville
  • DiCesare-Bentley Engineers, Inc. - Groton
  • EyeCare Expressions - Gales Ferry
  • Halle Drywall - Storrs
  • Helios Power & Control - No. Stonington
  • Ledyard Auto - Gales Ferry
  • Medusa Hair Salon - Norwich
  • Sharol Stewart Images - Niantic
  • Southeastern CT Beverage - Lebanon
  • Temple Emanu-El - Waterford
  • The Bridal Mall - Niantic

What Our Clients Say About Us

"When we found ourselves without health insurance and not knowing what to do, we called you.  Your immediate response to solving our problem was wonderful.  Thank you for providing much needed help to me and my wife."
Rev. Charles S.

"For those people who may become new clients, may I say, without reservation, Julie is honest, enthusiastic and extremely helpful.  She is patient, understanding and persistent without being 'pushy'."
Alison N.

"Thanks for all of the hard work and diligent effort that you did in straightening out the problems. It's good to know that there are still professionals out there. "
Stan P.

"We thank you for showing us some very real ways to keep more of our hard-earned income while still protecting our retirement.  You were so knowledgeable, so helpful and such a delightful person besides.  For all of the above reasons, we wish we had met you much sooner."
Tom & Joan L.

"When I applied for health insurance ...  Julie showed me all the options and encouraged me to get better insurance...at least for a year, to do my midlife tests.  I am so thankful for her guidance - as it turned out I needed good insurance.  She has been there for all of my problems and questions. Being a private, independent person and one who does not like to burden friends and family, I have felt very comfortable calling her for guidance.  Thank you Julie, from the bottom of my heart."                                                                        Carey H.

 

 


Mission Statement: To seek and find the best options available to fill our client's needs in the areas of health insurance, life insurance, annuities and long-term care insurance. Also to provide conscientious, thorough and realistic strategies to help clients achieve their goals, being especially aware of the frequent need for self directed retirement planning.

Philosophy: We are seeking to develop a long-term relationship with our clients. One based on honesty, trust and service. We only recommend to clients what we would do for ourselves if we were in the same circumstance.