We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Stephen E. Bohan
Owner/ Licensed Registered Representative/ Investment Advisor Representative
Steve was born May 9th, 1960, in New Haven Connecticut and is the second of four children. Steve graduated from the University of Connecticut in 1983 and has been fortunate to live in Guilford his entire life. He and his wife Suzanne...