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Wealth & Tax Management
Independent Advice
Business Consulting
SCHEDULE

About Us

Lichtenstein Financial has been offering eclectic Wealth Management services for more than 35 years.

Our licensed staff integrates investment management, tax strategies, insurance planning, and comprehensive financial oversight to help our clients attain all of their varied goals.

Staff

Brian Lichtenstein

CEO, EA, BFA – Wealth Management & Planning

University of Hartford, MS Accounting
Wesleyan University, BA Economics

Bill Yeager

CPA – Accounting & Tax

University of Hartford, MS Business
Quinnipiac University, BA Accounting

Wayne Griffin

CPA – Accounting & Tax

University of Hartford, MS Accounting
Eastern Connecticut State University, BS

Christine Lichtenstein

CFO – Insurance

 

Timothy Moore

CFP® – Investment Analyst

Florida Atlantic University, MBA Finance

TJ Hickey

CFP®, CPFA® - Financial Advisor

Wheaton College, MA Economics

Ashley Kelly

Operations Manager

Eastern Connecticut State University, BA

Max Alpert

Financial Services Coordinator

Merrimack College, BA

Leslie Lichtenstein

Bookkeeping, Tax

University of Hartford, BA