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Preparing for that next step in life isn’t always easy. Our combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact us to discuss your financial future.

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The Wealth + Wellness Team
65 LaSalle Road, Suite 200
West Hartford, CT 06107
Phone: 860.313.4827
Danielle D'Ambrosio - Practice Manager