Broker Check

Firm Snapshot

Our firm is proud to work closely within our local communities. We take great pride in working side by side with families and businesses that reside here, building long standing relationships and helping our clients protect wealth for themselves and their families.

Our presence in the community as of December 31, 2015*

We are proud to work with 13,950* members of our community.

Helping clients build confidence and protect their assets

  • Life Insurance coverage in force for our clients $3,149,472,905
  • Number of life insurance policies in force 10,691
  • Income protection in force for our clients $31,865,002
  • Number of income protection policies in force 5,421

Providing Flexibility to our clients and their families

  • Client policy and account values* $630,398,311
  • Dividends to whole life policyholders* $9,526,635

Fulfilling Promises for our clients and their families

  • Life Insurance benefits (claims) paid * $10,619,705
  • Disability benefits (claims) paid* $5,950,287

Beyond the Numbers

We are proud to support the following charitable and civic organizations through contributions made on our behalf by Guardian and the men and women of our agency.

  • Petit Family Foundation
  • The Make -A-Wish Foundation of Connecticut
  • CT Visiting Nurse Association
  • United Way
  • Habitat for Humanity

We encourage you to continue to explore our firm by giving us a call or visiting us to meet the members of our team. We look forward to meeting you!

* Reflects all in force Guardian policies and contracts serviced by this agency as of 12/31/15.  Data includes owners of life, disability income, long term care and proprietary annuity accounts. Represents dividends paid to whole life policyholders, excluding closed and surrendered policies. Represents total life and disability insurance claims paid in 2014