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
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
