About

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

Services

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