About Demo

Who We Are

In uncertain economic markets, confidence in your financial advisor is critical. Since 1982, Martin J. Coursey, CLU®, ChFC®, has provided individuals and businesses with experienced guidance to help them meet their financial objectives.

Professional Background

  • Independent financial services firm working for individual and entrepreneurial businesses
  • Farmington-based family company since 1982
  • West Hartford resident since 1967, taxpayer since 1985
  • College of the Holy Cross 1980
  • Kingswood – Oxford School 1976
  • Earned the Chartered Life Underwriter (CLU®) designation in 1990
  • Earned the Chartered Financial Consultant (ChFC®) designation in 1993


  • Identifying client financial objectives
  • Written presentation of priorities and recommendations
  • Access to multiple product portfolios and markets
  • Coordination of planning with family and all professional advisors
  • Commitment to long-term, win-win relationship
  • Client-focused planning
  • On call family or business financial advisor
  • My goal – to earn your business and personal recommendations