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Himmelstein Financial: The Financial Supermarket With Advice

17 Mountain Ave
Bloomfield, CT 06002

Phone:

860-761-1216 800-599-6965

E-mail:

We are an independent advisory, investment, and insurance brokerage arm that finds plausible solutions to your financial needs.

Smiling man in suit and red tie

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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This calculator is designed to help you attach a dollar figure to your life’s work.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck