Our Company

At HAS Health Insurance & Wealth Management, we understand how overwhelming it can be to navigate the world of financial planning and insurance. Without trusted guidance and easy to understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted retirement and insurance planning resource. We work to minimize our clients’ risks while educating them on their health insurance choices in retirement.

We are an independent financial services firm assisting clients in retirement and insurance planning. We specialize in income and insurance planning and enjoy working with small business owners, high net worth individuals, and those passionate about pursuing their goals.

Our unwavering commitment to your best interests is at the core of each recommendation we make. You deserve to work with a financial advisor who is dedicated to helping you reach your goals and has a specialized understanding of your insurance needs.

Based in Middletown, Connecticut, we work with clients throughout the state and in surrounding states, including Massachusetts, New Jersey, Rhode Island, and Florida. We invite you to contact us today to learn more about how we can help you build, protect, and preserve your wealth.