Our Qualifications

Phil Wieloch holds several investment and insurance licenses and is dedicated to providing the very best service to you, your family and your business. Meet with Phil today to see where you are, where you want to go and if you are on track to get there.  Phil is licensed in the states of CT, FL, NC, SC and holds licenses in Life, Accident and Health, Property and Casualty and CT Variable Annuity and Life.   He also holds Series 6, 7, 24, 26, 63 and 65 licenses.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.