We are proud to be making a difference in the lives of others throughout Connecticut and Massachusetts. Our advisors are helping to make a difference in the lives of others and maintain the highest standards of professionalism and service to our customers. We begin by taking our customers through a process of discovery in several key areas. Only then, with... Read More about Mutual of Omaha® Advisors - Trumbull

John takes the time to form a partnership with you so he can better understand your unique goals and objectives. No matter where you stand on the financial spectrum, he can customize a plan to address your investment and insurance needs.

As a senior financial advisor with nearly 40 years of experience, Stephen understands that careful listening is key to unlocking the right solutions for your specific situation. Whether you want to ensure your family is financially protected or provide for a secure retirement, he’ll customize a plan that addresses your needs. Stephen strives to form a partnership with you and... Read More about Stephen N. Sayegh, CFP® - Wilmington Advisors @ M&T