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About Us

Our Primary Purpose

HAS Health Insurance & Wealth Management, we understand how overwhelming it can be to navigate the world of retirement planning and insurance. Without professional 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 sound retirement and insurance planning resource. We work to mitigate our clients’ risks while educating them on their health insurance choices in retirement.

Our Primary Purpose

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.

With offices in Meriden and Bristol, 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.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

Client-Centered

As financial professionals, we are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.

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