About Us

Stephen Bacon is a licensed investment advisor representative, providing comprehensive financial plans to help achieve his clients’ financial goals.  His licenses include Series 24, Series 6, Series 7, Series 65 and Series 63.  He also holds various insurance licenses including Life, Variable Life and Accident and Health.  Stephen is certified to sell long-term care insurance approved by the Connecticut Partnership for Long-Term Care.  Steve graduated from Central Connecticut State University with a Bachelors of Science in Accounting.  He also attended the University of Hartford’s Masters of Taxation program.  Steve resides in West Hartford, CT, with his wife and two sons.

David Gendreau is a licensed investment advisor representative.  His licenses include Series 7, Series 65 and Series 63.  He also holds various insurance licenses including Life, Variable Life and Accident and Health.  David is certified to sell long-term care insurance approved by the Connecticut Partnership for Long-Term Care.  David graduated from Central Connecticut State University with a Bachelors of Science in Accounting.  He also attended the University of Hartford's Masters of Taxation program.  David resides with his wife, Mary Alice in Hebron, CT and is very active in his local church, Church of the Holy Family.

James Gentile  is a Registered Representative. He currently holds a Series 6 License.  Jim also holds various insurance licenses including life, variable life, accidental and health, and property and casualty.

Michelle Melendez - Office Support