Our Trusted Partners
Cambridge Investment Research Advisors, Inc. (Cambridge) is a highly regarded SEC Registered Investment Advisor, dedicated to providing its advisors with “best-in-class” practice management support – for both household and institutional clients. They serve as our unbiased guide to the countless investment and planning opportunities that are available.
Cambridge was founded in 1981* specifically as a home for advisors whose clients demand more and better solutions for their financial needs, and Cambridge has remained true to its origins. Despite gaining industry prominence, Cambridge continues to deliver excellent service on the backbone of its core values of flexibility, integrity, commitment and kindness.
Schwab Advisor Services™ is more than just a custodian. They are an industry-leader with the stability, experience and commitment to meet your complex needs. Charles Schwab allows us to provide the exceptional service that you expect.
Through Schwab Alliance, a comprehensive service for Schwab clients working with an independent financial advisor, you have direct access to account information, third party research, information and market and economic news. To access your account information, or any of the Schwab investor tools and resources, visit www.schwaballiance.com.
Carlson & Carlson provides solutions to ensure continuity of both your lifestyle and your business. Founded in 1920, insurance has been their primary focus going back three generations. Carlson & Carlson is dedicated to helping you achieve security, confidence and freedom from worry. When it comes to protecting your cherished possessions, investments, and livelihood, their professionally trained staff will advise you on the proper coverage to meet both your personal and business needs. Their process is always at a pace that suits you best. Along the way, Carlson & Carlson advisors will encourage your input and welcome your questions, as both are essential in determining which policies will best serve you and your long-term goals.
Carlson & Carlson is independent and objective, representing a wide menu of the best companies and products in the insurance industry. They have built their family-owned owned business on the principles of exemplary service and the expertise to provide comprehensive coverage in all areas.
To learn more about Carlson & Carlson, or for a substantive discussion regarding your personal wealth protection needs, you may call Tripp Freeman at 203-637-7575 or visit www.carlsonandcarlson.com.
Bregman & Company, P.C.
Bregman & Company P.C., is a full service accounting firm with offices in Stamford and Avon, Connecticut. For nearly half a century, our talented team of professionals has effectively served clients throughout Connecticut, across the country, and around the world. Combining an entrepreneurial perspective with accounting expertise, we are committed to providing personalized service with unsurpassed quality. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.