Strategic financial solutions for businesses, fostering growth and compliance:
Personalized tax strategies for high-net-worth individuals:
Skilled attestation and compliance for employee benefit plans:
Comprehensive trusts planning and reporting:
Tailored financial services to nonprofit missions:
Reach out to us now for assistance; we’re here to help. Rest assured, you won’t be navigating a confusing phone system like at larger firms; when you call, you get a direct response from our team.
234 Church Street New Haven, CT 06510
Phone: 203-787-6527
Fax: 203-776-8745
1 Post Road Fairfield, CT 06824
Phone: 203-333-2228
Fax: 203-333-3520