FINANCIAL & RETIREMENT PLANNING

We'll help you reach your financial goals to maintain financial independence through a comfortable retirement.

We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning.

 

Whether you are developing an investment strategy or evaluating current investments, Hoyt, Filippetti & Malaghan, LLC can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.

 

The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

ONE OF THE LEADING FIRMS IN AND THROUGHOUT SOUTHERN NEW ENGLAND

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1041 Poquonnock Road Groton, CT 06340

Phone: 

Fax: (860) 536.9684

Email: office@mysticcpa.com

107 Airport Road Westerly, RI 02891

Phone: 

Fax: (401) 596.3999

Email: hfm@westerlycpa.com

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