Simply stated, my goal is to help my clients pursue financial independence.
I help achieve this through the development of customized financial strategies designed to help accumulate assets and utilize protection planning strategies.
Over the years, my reputation as a professional financial advisor and active member of the community has earned me the trust of my clients and neighbors. I value the relationships I have established, and continue to work hard every day to deserve their trust.
Please take a few minutes to explore my website and learn more about me, products and services and how I can help you reach your financial goals. If you would like any additional information, please feel free to contact me. It would be my pleasure to assist you.
Brian Doherty is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 119-C Griswold St., Ste. 201, Glastonbury, CT 06033 860-430-1977.
Newsletters
- 
				Extreme Weather and Your Home Insurance: How to Navigate the Financial StormMany insurance companies have begun to raise rates, restrict coverage, or stop selling policies in high-risk areas. 
- 
				HOT TOPIC: Tariffs Drive Market VolatilityThis article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective. 
- 
				Indexed Annuities: Potential for Growth with Some Downside ProtectionThis article provides an overview of indexed annuities. 
- 
				Versatile 529 Plans Can Help with More than Just College529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle. 
Calculators
- 
        Mortgage RefinancingDetermine whether you should consider refinancing your mortgage. 
- 
        Estate TaxesUse this calculator to estimate the federal estate taxes that could be due on your estate after you die. 
- 
        Retirement Portfolio LifespanHow Long Will Your Funds Last? 
- 
        Home AffordabilityEstimate of the maximum amount of financing you can expect to get when you begin house hunting. 
 
      
       
          
          
          
          
          
          
         