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36 Buckland Street, Unit 18, Plantsville, CT 06479
Tel 860-621-7000   Fax 860-621-0221
spinnakerfg@sbcglobal.net

 

 

Welcome!  Our mission is to enhance and protect the assets you've worked so hard to create. The unique personalized service we offer can provide you with the knowledge and confidence you need to make the correct financial decisions for you and your family.

Our business consists of three distinct areas:

 

Planning Services

 

Investment Planning
Retirement Planning
Estate Tax Planning

Insurance Services

 

Long Term Care Insurance
Life Insurance
Disability Insurance

Investment Services

 

Mutual Funds
Fixed and Variable Annuities
Pension & 401(k) Rollovers
Traditional & Roth IRA's


Contact Us-

Please check the services that interest you, supply your name and telephone, then click submit. We look forward to speaking with you.

Name
Telephone
Best Time To Call

 


Securities Offered Through The O.N. Equity Sales Company, One Financial Way, Cincinnati, Ohio 45242. Tel. 513-794-6794.
Member NASD, SIPC

James F. Waterman, Registered Representative
licensed in the states of Connecticut, Florida, Massachusetts, and Ohio

Copyright © July 2000 Spinnaker Financial Group.  All rights reserved.

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