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
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				Accounts for Two: A Team Approach to Retirement SavingsEven if most of a married couple’s retirement assets reside in different accounts, open communication and teamwork can help them craft a unified retirement strategy. 
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				Treasury Yields Off 17-Year HighsWhile yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article. 
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				Are You Missing the Bull’s-Eye with a Target-Date Fund?Two out of three 401(k) participants have assets in a target-date fund, but many may not fully understand how these “all-in-one” funds work. 
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				A Mortgage Recast Is an Alternative to RefinancingWhen a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment. 
Calculators
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        Mortgage RefinancingDetermine whether you should consider refinancing your mortgage. 
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        Estate TaxesUse this calculator to estimate the federal estate taxes that could be due on your estate after you die. 
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        Mortgage AccelerationThis calculator can help you determine how soon you can pay off your mortgage. 
 
      
       
          
          
          
          
          
          
         