Valentin, Melissa M Agt

SAGEbroadview integrates financial life planning, portfolio management and tax planning. Life ebbs and flows. Your relationship with us never has to. At SAGEbroadview, our goal is to be your financial mainstay as you navigate through the various stages of life. Our team of highly knowledgeable and experienced advisors use our personalized Wealth Management process to help create a holistic plan for your future that speaks to your unique goals and values, while always keeping an eye on the big picture.

Bolt Insurance is a reputable insurance agency based in Farmington, CT, specializing in providing a range of insurance products to meet the needs of individuals and businesses. With a focus on customer service and tailored solutions, Bolt Insurance offers personalized coverage options to help clients protect what matters most to them. Generated from their business information