Simply stated, our goal is to help our clients pursue financial independence.

We help achieve this through the development of customized financial strategies designed to help accumulate assets and utilize protection planning strategies.

Over the years, our reputation as professional financial advisors and active members of our community has earned us the trust of our clients and neighbors. We value the relationships we have established, and continue to work hard every day to deserve their trust. 

Please take a few minutes to explore our website and learn more about our team, products and services and how we can help you reach your financial goals. If you would like any additional information, please feel free to contact us. It would be our pleasure to assist you.


Brian Doherty is a Registered Representative and Investment Advisor Representatives 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, 624 Hebron Ave Bldg 3 Suite 100, Glastonbury, CT 06033 860-430-1977.