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About Us

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Variable Annuity

    Financial Services

    Retirement Plans

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Insurance

    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    Kelly Andersen

    Kelly Andersen

    Marketing Director

    Susana Tompkin

    Susana Tompkin

    New Business Coordinator

    Toni Fecteau

    Toni Fecteau

    Operations Manager

    Candace Kounter

    Candace Kounter

    Compliance, CL&R Specialist

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

    srandby@advocacygrp.com |  (203)665-3809

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