Our Mission | Our Associates | Our Locations | Our Services

About Johnson Brunetti

At Johnson Brunetti, you’ll never feel like a stranger and you’ll always feel welcome. It’s a place where caring professionals greet you with a warm smile, a friendly hello and a cup of coffee or a beverage before you even sit down.

Johnson Brunetti’s  mission is to provide education along with simple investment strategies which, when followed, will result in peace of mind for our clients. 

Our strategy is through careful analysis, we recommend quality solutions which meet our client’s goals and objectives. We apply our distinctive perspective to each client’s individual circumstances, resulting in increased cash flow, building net worth and minimizing tax liability.

We explain complex financial concepts in everyday English our clients can understand.

We offer complete services to address all of our client’s financial priorities:

  • Retirement Planning
  • Estate Planning
  • Asset Management
  • Wealth Protection
  • Long-Term Care Insurance Options

FREQUENTLY ASKED QUESTIONS

You would benefit from a meeting …

  • If you’re interested in paying less in taxes
  • If you’re interested in learning how Fixed Index Annuities work
  • If you want to earn a reasonable rate of return on your money
  • If you wish to pay less in taxes on your social security income
  • If you would like to cut the Internal Revenue Service out of your will

I already have a financial planner – Why do I need to see Joel, Eric, or Doug?
Ninety percent of the people who come into visit us already have a financial planner.
This is not about trying to steal you away; this is about receiving a second opinion in an exploration of your investments and how they match your goals.  The consultation is complimentary.

Are Joel and his associates limited to specific companies?
No.  We believe that each investor is unique and no single company is right for everyone.  We have over 300 different companies that we can work with on behalf of our clients.

How do you get paid?
We are paid by the companies whose products we sell, or if you prefer, we can work on a fee only basis.  Obviously, we are motivated to help you obtain the results you desire.

What are your credentials and background?
You will find biographies for all our financial consultants in your folder.

Are you a member of the Better Business Bureau?
Yes, we are.  We have qualified for this program based upon meeting and maintaining Standards of Trust criteria.  Being a member indicates our commitment to high ethical business standards and advertising practices.

How did you get my name?
We hire a marketing company to send out invitations to our programs.

Where is Johnson Brunetti located?
We have three offices:

219 South Main St
(Route 10)   
Cheshire, CT  06492		 100 Great Meadow Road
Suite # 502
Wethersfield, CT  06109		 146 Hopmeadow Street
Simsbury, CT 06089

What are your office hours?
Our offices are open Monday through Friday; 8:30 A.M. to 4:30 P.M.

Do you have evening hours?
Special arrangements can be made if you specifically need an evening appointment.

How do I schedule a time to visit with Joel, Eric, or Doug?
You may schedule a time to visit with Joel or one of his associates by turning in your Blue Response Sheet or calling our office at (800) 208-7233 and requesting a visit be scheduled for you.

What should I bring to the face-to-face meeting?

  • Your latest financial statements such as: Mutual Funds, CD’s, life insurance policies, annuity policies, retirement accounts (IRA, 401(k), TSA, 403(b), etc…), trusts, etc.
  • A copy of last year’s Tax Return, if possible
  • Your completed Family Information Sheet (optional), which will accompany your confirmation letter
  • Any information relating to your concerns
  • Any questions you may have or issues you want to discuss

What happens at the face-to-face meeting?
We will analyze your current financial situation by reviewing with you all of the information you provide.  Then by talking with you and identifying your specific areas of concern we will be able to determine your needs and goals.  It is a fact-finding discussion, not a sales presentation.

What are my obligations after my first face-to-face visit?
There is absolutely no charge nor obligation.  Many times after the initial face-to-face visit, we are able to tell folks that everything looks great and no changes are recommended.

What is the charge for subsequent meetings?
There is never a charge for the first meeting or any other meetings at anytime!

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