M - F  9:00 AM - 5:00 PM 860-633-1662
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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

Christine Lichtenstein

CFO – Insurance

 
 

Timothy Moore

CFP® – Investment Analyst

Florida Atlantic University, MBA Finance

Ashley Kelly

Operations Manager

Eastern Connecticut State University, BA

Mary Frances Goldman

Administrative Assistant/Client Advocate

Tunxis Community College, ADCJ

Leslie Lichtenstein

Bookkeeping, Tax

University of Hartford, BA