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About Harvey

With over four decades of experience, Harvey has worked with clients through a variety of economic conditions, bull and bear stock market cycles, changes in political leadership both here and abroad and a myriad of legislative and tax law changes.  Throughout the years, Harvey’s investment and protection knowledge base and commitment to client service has resulted in his qualification as a life member of the Million Dollar Round Table, recognizing him being in the top one percentile of financial services professionals worldwide.

Working closely with his clients and understanding their needs, Harvey has become a Special Care Planner. Being a Special Care Planner, Harvey can help families plan for the future of their dependents that need special care.

Harvey provides his clients with the advice, tools, and resources needed to help achieve and maintain their financial goals and dreams.  In addition to working with individuals, helping them to plan for a comfortable retirement in their later years, Harvey also brings his knowledge to corporations as a trusted resource for retirement benefit programs including 401(k) plans.  Today, he works in partnership with several top financial professionals and works closely with his clients’ attorneys and accountants to develop comprehensive strategies that assist with preserving and growing their wealth.

Harvey proudly served in the United States Marine Corps from January 1962 to May 1966. His commitment to his country and community continues to be reflected in his many hours of volunteering. He has a long association with Big Brothers Big Sisters, is a patient representative volunteer at St. Francis Hospital in Hartford, is on the Board of Directors of the Officers’ Club of Connecticut as well as on the Board of Directors of the Connecticut National Guard Foundation Inc. and is involved with the Employer Support Group for Guards and Reserves.

In 1990, Harvey joined the First Company Governor’s Horse Guards, where he volunteered over a decade through 2001 serving as a First Lieutenant– Adjutant with the oldest continuously active mounted Calvary unit in the United States.

The parents of two adult sons, Harvey and his wife Phyllis live in Bloomfield, Connecticut.

Why Get Professional Guidance?

My goal is to provide you with the confidence that comes from knowing that your objectives and goals will be reached because you are working with someone you can trust. By working with someone well versed, trained, and knowledgeable, and one who keeps abreast of changes that occur in the financial world, you can successfully:

  • Minimize your taxes
  • Reach specific retirement goals
  • Decide how to invest based on your own goals
    and risk tolerance
  • Ensure that your family and assets are suitably protected
    if the unexpected occurs
  • Custom design portfolios that will help you to achieve your
    special goals…buying a home, retiring early, financing your
    child’s education, and more.

Since making the right investments and insurance decisions are key to helping you reach your goals, I want you to be assured that I offer products from many well-known financial services firms.

Client Centered

All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT. CA Insurance Lic #0K90693