Simply stated, my goal is to help my clients pursue financial independence.
I help achieve this through the development of customized financial strategies designed to help accumulate assets and utilize protection planning strategies.
Over the years, my reputation as a professional financial advisor and active member of the community has earned me the trust of my clients and neighbors. I value the relationships I have established, and continue to work hard every day to deserve their trust.
Please take a few minutes to explore my website and learn more about me, products and services and how I can help you reach your financial goals. If you would like any additional information, please feel free to contact me. It would be my pleasure to assist you.
Brian Doherty is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 119-C Griswold St., Ste. 201, Glastonbury, CT 06033 860-430-1977.
Newsletters
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HOT TOPIC: The Economic Impact of an Aging World
This article looks at some of the demographic trends and economic challenges related to global aging.
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Eight Ideas for Smarter Holiday Shopping
Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.
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A Critical Combo: Life Insurance with Long-Term Care Benefits
Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
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Cancer Happens: Insurance Can Help Fortify Your Finances
Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.