Who We Are

In uncertain economic markets, confidence in your financial adviser is critical. Since 1982, Martin J. Coursey, CLU, ChFC has provided the experience and relationship that individuals and businesses deserve from one of their trusted, financial professionals.

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