Today, Your Future Can Become Brighter

It all starts with a conversation, understanding where you are and where you want to go. Our comprehensive, high-quality financial and investment services can help you turn your dreams into reality. Already a client, login below to access your investment accounts. 

Services Available Through LPL Financial

  • Our relationship with LPL Financial opens the door to multiple investment options and opportunities for you, your family and your business.
  • IRAs – Traditional, Roth & Beneficiary
  • Mutual Funds
  • Advisory Accounts and Professional Asset Management
  • Retirement Planning
  • Educational Planning and 529 Plans
  • Financial & Estate Planning
  • Life Insurance
  • Check the background of the investment professional associated with this site on FINRA’s BrokerCheck

Meet Your Financial Consultants

John Morris

John Morris

Financial Consultant, LPL Financial
1000 Oronoque Lane, Stratford, CT 06614
 (203) 383-7404
Bob Bonvini

Bob Bonvini

Financial Consultant, LPL Financial
3 Federal Road, Brookfield, CT 06804
 (203) 385-7353