Broker Check

Five Mile Lighthouse, New Haven, Connecticut

Frank Metrusky has been dedicated to his clients’ needs for nearly 25 years. Specializing in rollover and wealth transfer strategies, he provides wealth management strategies to individuals and couples who are entering or nearing retirement.

Our mission is to implement a strategic and comprehensive approach to maintaining your independence and dignity throughout retirement in The Three Key Areas of Retirement Income and Financial Planning: Healthcare Planning and Maximizing Benefits, Generating Income and Reducing Expenses, and Income Distribution and Estate Planning.

A Secure and Successful Retirement

Frank Metrusky, AIFA®, BFA™, CFP®

Our Five-Step Planning Process


Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Learn more

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Have a Question

Thank you! Oops!