Planning Partners, LLC
Investment Advisor Representative
Planning Partners, LLC is a small financial services firm serving individuals, families and small businesses and the self-employed. We are a personal resource, advisor and advocate for each of our clients, whether the need is as simple as term life insurance or as complex as a 401(k) plan. Many of our clients have been with us for a decade or longer. Our goal is to help our clients enjoy a financially secure retirement.
We are located in the rolling hills of beautiful Canton, Connecticut USA.
Our clients can visit us here--we also make "house calls" or visit them at their place of business. You may call, email us or click here for directions.