Meet the Team
William A. Fochi, Jr., CLU, ChFC
Wealth Management Advisor
860-955-4007
Bill Fochi, Jr. became a licensed insurance and investment professional in 1987. Since then, he has been dedicated to helping his clients and their families to achieve their financial goals by providing unique and practical solutions to complex problems. Bill specializes in the areas of investment strategies, wealth management and retirement planning. His career has spanned multiple periods of market volatility including the Tech Wreck and the Great Recession. His extensive experience allows him to provide his clients with a strategic financial plan that is both personalized and comprehensive.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.