A full service accounting and financial service firm located in Wallingford, Connecticut. We offer a wide array of accounting, taxation, and consulting services to individuals, and small to large businesses.
We believe that it’s more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family’s wealth, lifestyle and dreams for the future.
Strive to earn the trust and help achieve the goals of many individuals, families and institutions in Connecticut. With a full suite of services, we look to deliver the resources that can best accomplish each client’s unique goals.
We offer the best mortgage tools available on the Internet – easy, convenient, online shopping for the best loan programs and most current rates available, together with the assistance of an experienced live loan officer to guide you through the often difficult and confusing process of choosing and getting the exact loan to meet your specific needs.