Business and Personal Benefit Planning Group

CONNECT

Address:

2514 Boston Post Rd Ste C-2 Guilford, CT 06437Administration Office
Guilford , CT

Phone:

203-433-4040

Fax/Other:

203-453-0877

Our Qualifications

Our group has specialized in working with individuals and businesses for all of our careers, ranging from 15 to 42 years.

Our group members have had extensive personal and professional experience in their areas of expertise.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.