

Our top priority is providing our clients around the New Haven & Litchfield counties with the retirement of their dreams with zero of the stress that may come with it.


In Middlebury, we blend traditional values with modern financial strategies, providing Litchfield and New Haven counties with trusted, forward-thinking advice.
Directions:
From Rte 8 North
– Take Rte 8 North until Exit 28 towards CT-68/Prospect
– Take a slight Right onto Union Street, then a Left onto Prospect St
– Turn Right onto CT-63 N/Church St
– Follow this road for approx. 3 Miles, the complex “CrossRoads West” will be on your Left
From Rte 8 South
– Take Rte 8 South towards Waterbury
– Take Exit 33 for I-84 West towards Danbury
– Follow the directions below to continue on I-84 West
From I-84 West
– Take I-84 West towards Waterbury
– Take Exit 17 for CT-64 towards CT-63/Middlebury
– Follow this road for 1 Mile, the complex “CrossRoads West” will be on your Right.
From I-84 East
– Take I-84 East towards Waterbury
– Take Exit 17 towards Naugatuck
– Merge onto CT-63 S
– The complex “CrossRoads West” will be on your Right.
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