Broker Check

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Brent Eugenides

CFP

(860) 245-9525

brent.eugenides@hdvest.net

PROFESSIONAL SUMMARY Twenty 28 years in Financial services. EDUCATION Certified Planner Board of Standards, CFP® B.S. Finance, University of South Carolina COMMUNITY SERVICE Rotary International Waterford CT, Past President Avery Copp...
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Gloria Zielenski

Life and Disability Insurance Agent

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John Culhane CPA

CPA

Graduate of St. John's University with a Bachelor's Degree in Accounting, and a MBA in Taxation. Certified Public Accountant licensed to practice in both Connecticut . Life, health insurance license in the Connecticut, New York,...
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Peter Coleman CFP,CLU,ChFC

CFP - Fairfield CT

203-747-4722

Peter Coleman CFP®, CLU, ChFC® Peter has established himself as a Private Wealth Management Advisor. He is well-known as a trusted business advisor to a sophisticated clientele by virtue of his vast experience.

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Terri Albuquerqe

Client services

203-268-4431

Terri is a former Connecticut State certified teacher and graduate of Masters of arts in teaching program from Sacred heart University. Terri holds BA in English, BS in elementary education, and a Minor in Psychology. Terri’s...

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