Broker Check

33 Oliver Road, Enfield, CT 06082

(781) 844-4173
View My Account

About Us

Your Personal Financial Advisors

Brendan and Jim bring over 40 years of combined experience in the financial industry, each offering a wealth of specialized knowledge and a dedication to help clients pursue their financial goals.

Our Primary Purpose

Brendan Begley, CPA, MST
Brendan, a Certified Public Accountant since 1989, with a Master’s in Taxation, has been a financial advisor for over 30 years. A graduate of the University of Alabama, Brendan is known for his expertise in tax planning and compliance. Outside of work, he’s an avid skier and runner. Brendan and his wife Linda are proud parents to three children: Joe, Patrick, and Nina.

Jim Anza, RICP®
Jim brings 13 years of experience in financial planning, with a focus on retirement income strategies. As a Retirement Income Certified Professional (RICP), he has held key roles at major financial institutions, including RS Investments, Symetra Securities, Prudential, and Delaware Life. A graduate of UMass Lowell, Jim has built a strong track record for guiding clients through the complexities of retirement planning. He and his wife Karen have three children: Austin, Jordan, and Hailey.

Together, Brendan and Jim combine deep expertise and a personalized approach to financial planning that reflects both their extensive experience and commitment to helping clients pursue a financially stable future.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

Have a Question?

Thank you!
Oops!