Alan Rothstein, CPA, PFS, founder of Rothstein & Company LLC, Certified Public Accountants and a partner with Kathy Norris in Asset Strategies INC.
Rothstein & Company's core services include general accounting, estate and business succession planning and income tax preparation and planning. Their focus is hands-on attention, providing each client with the best advice and assistance possible.
To fulfill Alan's desire to expand his services and provide his clients with more guidance, he partnered with Kathy Norris and began managing Asset Strategies Inc., a financial planning and investment management firm. Asset Strategies prides itself on personalized services and prudent, customized investing strategies.
Alan and Kathy share our desire to find new and innovative ways to encourage tourism, provide resource information for our residents and promote family and business relocation. We are eager to begin working together to promote our Farmington Valley.
Rothstein & Company (673-1040) and Asset Strategies Inc. (673-5500) are located at 80 West Avon Road in Avon.
Asset Strategies Inc.
Financial Planners
80 West Avon Road, Rte 167, Avon, CT 06001
(860) 673-5500 | www.Asset-Strategies-INC.com
Rothstein & Company
Certified Public Accountants
80 West Avon Road, Rte 167, Avon, CT 06001
(860) 673-1040
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Webster Bank - FVVA’ CORPORATE BUSINESS PARTNER
www.WebsterOnline.com
- 392 West Main Street, Avon, 06001
409-7640
- Canton Village, Rte 44, Canton, 06019,
693-5990
- 2 High Street, Farmington, 06032, 409-7040
- 690 Hopmeadow Street, Simsbury, 06070, 408-6101
Plus over 180 branches and more than 480 ATMs throughout Connecticut, Rhode Island, Massachusetts, and Westchester County, NY
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Union Savings Bank - FVVA’ CORPORATE BUSINESS PARTNER
188 Albany Turnpike (Rte 44) Canton, CT 06019
352-9100 | www.UnionSavings.com
Union Savings Bank, established in 1866, is a $2.5 billion mutual bank dedicated to providing excellent service to its customers and communities. Headquartered in Danbury Connecticut, Union Savings Bank is a full-service financial institution providing banking, mortgage, investment and insurance products to individuals, businesses, not-for-profit organizations and government entities throughout western Connecticut.
Dedicated to growth and progress, Union Savings Bank continuously seeks new ways to better serve our customers – from increased convenience through branch expansion to electronic banking upgrades. These efforts are proof that our history doesn't stunt our growth; it merely provides a stronger foundation from which to build.
Whether managing personal or business finances with Union Savings Bank – or both – our customers find us to be so much more than just a bank. We are expert advisors and caring community members unified by our history of stability and driven by our mission to help our customers and communities plan, grow and succeed.
Union Savings Bank has 29 offices, in 19 towns, located in Bethel, Bridgewater, Brookfield, Canton, Danbury, Kent, New Fairfield, Goshen, Litchfield, Marble Dale, Monroe, New Milford, Newtown, Ridgefield, Roxbury, Sharon, Southbury, Torrington and Washington Depot.
Visit www.UnionSavings.com
Specialties
Personal Banking, Business Banking, Wealth Management, Mortgages, Consumer Loans, Commercial Loans & Leases, Financial Planning, Trust & Estate Services, Brokerage Services, Life Insurance
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Simsbury Bank - FVVA’S CORPORATE BUSINESS ASSOCIATE
www.SimsburyBank.com
Take your banking personally with Simsbury Bank. We bring our shared community a unique combination of experienced financial advisors, personal attention and state-of-the-art products and services. Here, you will find advice and accounts for whatever stage of life you are in. From assistance with everyday checking and savings needs, to help with building a college savings fund or your retirement nest egg, to advice in managing your retirement funds to provide an income stream. Look to us to guide you to tailored mortgages whether you are purchasing a first home or you’re an old hand at home buying – or let us show you how to best use the equity in your home for investments in important life goals, such as home improvements and college or big events such as a wedding. With Simsbury Bank you get guaranteed returns with FDIC insurance.
We partner with our business customers for their cash management needs, retirement plans solutions for their employees, and commercial financing needs including commercial mortgages, construction loans, working capital lines of credit and letters of credit.
We serve our consumer and business customers through our five convenient branches, free Internet banking and bill pay, plus free ATM transactions at over 2,800 machines throughout the northeastern U.S. via the SUM Program in addition to thousands of ATM locations world-wide. Debit cards, telephone banking, extended-hour drive-up teller windows, safe deposit boxes, and more add to the convenience of banking with Simsbury Bank.
Learn more by calling or visiting any of our branches, or visiting us at www.simsburybank.com.
Avon - 27 Dale Road, 676-2265
Bloomfield - 864 Cottage Grove Road, 286-9400
Granby - 11 Hartford Road, 06035, 844-2166
Simsbury - 981 Hopmeadow Street, 658-2265
Business Office
Canton - 250 Albany Tpke (Rte 44), Hours By Appointment
Mortgage & Consumer Lending, 651-2079
Business Lending, 674-4248
Investment Services, 408-5671
