Equitable Life Assurance Society of the United States

Valley Financial Group, based in Avon, CT, is a reputable full-service financial consultancy firm with licenses to operate nationwide and internationally. Their comprehensive services encompass portfolio management, investment planning, financial analysis for various needs, and specialized support for veterans through their Veterans Benefits division. With over 180 years of combined experience, Valley Financial Group offers tailored financial solutions, including insurance services such as Medicare Advantage and Advantage Plus Indemnity Insurance. The firm's expertise extends to providing information on veterans affairs benefits, particularly the "aid and attendance" benefit, ensuring a holistic approach to financial planning for clients. Generated from their available business information

YHB Investment Advisors was founded in 1989 to offer client-centric investment management services for both individuals and institutions. As fiduciaries, we are legally bound to provide advice and guidance that we believe will be best for you and your financial needs. Established as an independent registered investment advisor, we have greater latitude to utilize an array of financial solutions to meet each person’s needs. With a long-term investor mindset, our strategies and portfolios are built around individual stocks and bonds offering a transparent investment approach. YHB was created to help individuals, families, and organizations build wealth and establish paths to share that wealth with future generations.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.