The Brissette Client Service Philosophy

I have a long history of success in working with small business owners and other professionals as well as individual investors. I believe that communication is a key element of the client/advisor relationship along with a professional approach from a seasoned advisor. By utilizing core fundamental principles of investing and layering  technical analysis of the securities within the plan, my clients can be assured that they are receiving the advice that they need to reach their goals. The types of services that I specialize in include retirement and  financial planning, and an analysis of insurance needs. Products that I use may include mutual funds, annuities, unit trusts, life insurance, long-term care insurance, stocks and ETF's, tax-free municipal bonds as well as "taxable" bonds, separately managed accounts, and retirement plans for individuals and small businesses.