Patrick Kennedy - Morgan Stanley

Retirement Visions, based in West Hartford, CT, is dedicated to transforming financial planning into life planning, focusing on clients' life goals rather than just monetary objectives. The firm prides itself on providing personalized attention and proactive communication, aiming to help clients achieve financial freedom while paying less than they would at larger firms. Founded on the belief that financial planning can significantly impact lives, Retirement Visions treats its clients like family, fostering a supportive environment that encourages confidence and possibility. The team, led by Jay L. Gershman, MBA, AIF, Jason M. Hand, and Matthew Rosenberger, is committed to making wealthy individuals through tailored financial strategies. Generated from the website

Experience, intellectual capital and dedicated personal service to help you meet your life goals

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.