Financial Services & Investments
Hours:
Driving Directions:
Located at 265 East Main Street, Branford, conveniently situated between exits 54 and 55 on I-95. The stand-alone building has a parking lot adjacent to it for ample free parking.
Similar to the protective embrace of Thimble Islands and their sheltering channels for boats during storms, we offer our clients an entrusting hand to navigate their financial voyage with confidence. The resilient pink granite that makes up these islands can also be found in some of our nation's most iconic landmarks, such as the Statue of Liberty and the Smithsonian. It symbolizes strength and resilience, reflecting the essence of our region and our firm: steadfast, enduring, and deeply connected to its roots.
Our lineage extends back to the 1960s when our founding partners started this firm in New Haven County. By establishing a process for helping families navigate their financial lives based on long-term goals and planning, they laid the foundation for the work we do today. Now retired, Bill DeMayo and David Etzel have passed the torch to those of us who were fortunate enough to learn from them.
Having served this community for more than 50 years, we are proudly serving third and fourth-generation clients. Our team has expanded over the years, but we stay grounded in those legacy values while offering clients fresh insights and perspectives. We believe it’s the best of both worlds.