Valerie E. Thomas & Associates, LLC

CONNECT

Address:

10 N Main St Ste 213
West Hartford, CT 6107

Phone:

860-678-6260,Toll Free: 800-825-1336

Fax/Other:

860-678-6261

Our Services


Investments

  • Annuities – Immediate, Fixed & Variable
  • Asset Allocation
  • Asset Management
  • Bonds – Corporate and Municipal
  • Investment Advisory Accounts – Fee Based
  • IRA Rollover Services
  • Pension Options
  • Stocks

Financial Planning

  • Accumulation Goals
  • Business Planning
  • Charitable Gifting Programs
  • College Planning
  • Estate Planning
  • Income Planning Needs and Distributions
  • Intergenerational Planning
  • IRA Distribution Planning
  • Planning for Special Need Family Members
  • Portfolio Analysis & Optimization
  • Quarterly Performance Reports
  • Retirement Planning
  • 401k, 457 and 403(b) Asset Allocation

Insurance

  • Disability Income Insurance
  • Personal Life Insurance – Term, Universal, Variable
  • Long Term Care