Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

1224 Mill Street, Building B Suite 103 East Berlin, CT 06023

rich@bfs-partner.com

Schedule an Appointment

Home
Virtual Family Office
About
Platinum Website
Resource Center
Tools
- Glossary
- Tax Resources
Events
Contact

Schedule an Appointment

Whitepapers

Estate Strategies

Estate Strategies

Critical elements of an estate plan.

Contact

Office: 888-237-3127

Mobile: 860-492-6878

Mobile: 860-983-5851

Fax: 800-901-7181

1224 Mill Street, Building B

Suite 103

East Berlin, CT 06023

rich@bfs-partner.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Woodbury Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, NV, NH, NJ, NM, NY, NC, OH, PA, RI, SC, TX, UT, VT, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

*Not registered with Woodbury Financial Services, Inc.