Brian Jonas, CFP

Brian Jonas, CFP is a financial planning firm located in Glastonbury, CT. They offer a range of services including annuity, long-term care insurance, life insurance, disability income insurance, and 401(k) information. With a focus on helping clients develop a comprehensive financial strategy, they provide a clear understanding of financial goals, a well-defined roadmap for pursuing those goals, and ongoing advice to adjust the roadmap when needed.

Their website offers valuable resources such as articles, calculators, flipbooks, newsletters, and a tax library to assist clients in evaluating their current financial position and progress towards their goals. Brian Jonas, CFP aims to help clients take advantage of the opportunities in today's investment climate by providing them with the necessary tools and expertise to address both short- and long-term objectives.

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