Investment Adviser Representative
and insurance professional based in New Milford, CT.

George R. Repasky | Certified Financial Educator (CFEd®)I’m an investment advisor and insurance professional based in New Milford, CT. My specialty is helping you create retirement strategies that lead to financial security.

In 1989, I started my career as part of an accounting team at IBM. Over the next 25 years I worked as a business consultant and tax analyst. I also branched off to offer accounting support to local businesses. During this time, I noticed that many of my clients needed financial planning services. As a result, I became a licensed health and life insurance agent. Later I obtained my “Series 65” license. This allows me to offer investment services to people and companies throughout the state.

As an Investment Advisor Representative, I’m obligated to act solely in your best interests. I do this by offering fee-based investment advisory services. Additionally, I work with nationally ranked money managers to offer you a variety of portfolio options.

I take pride in working with clients on:

  • Tax intelligent investing
  • Protecting and preserving hard-earned assets
  • Medicare solutions
  • Reduced-cost health insurance for self-employed & small business owners

Allow me to help you solve complex problems related to wealth management and insurance. I take a great deal of satisfaction when a good plan comes together. One that simplifies your life or lowers your costs. One that is well diversified, provides a great return, and protects your hard-earned money.

Education & Licensure

  • Bachelors of Science, Finance & Accounting, Western Connecticut State University (1989)
  • Masters of Business Administration, Information Systems Management, Fordham University (1996)
  • Series 65 Licensed
  • Life & Health Insurance Licensed
  • Certified Financial Educator (CFEd®)

Our Mission

To assist you in making decisions so you can enjoy a successful retirement.

We are here to help you with a variety of services:
  • Medicare
  • Retirement Planning
  • Investments
  • Social Security Planning
  • Estate Issues
  • Insurance Planning

Milestones In Our History

Since 1989 we have built business consultancy and tax analyst expertise.

Accounting Team Member at IBM Corporation

Graduate Western CT state university w/ degree in Finance & Accounting, Join IBM as tax analyst. George will go on to spend 25 years working for large companies as a business consultant and tax analyst before branching off to offer accounting support to local small businesses.


Masters in Business administration Fordham Universtity. Financial Consultant to various large businesses.


Financial Consultant to small business and individuals.


Life & Health licensed - Medicare Insurance consultant.

Investment Advisor Representative

Series 65 Investment Advisor Representative in association with Foundations Partners. Certified Financial Educator (CFEd®) in association with the Heartland Institute. This designation is awarded to individuals who have extensive knowledge of financial services, as well as experience in the area of teaching and instructing adults on matters of finances.

I enjoy helping people solve complex problems as it relates to wealth management and insurance. I get a great deal of satisfaction when a good plan comes together that simplifies an individual’s life or lowers their costs. I take pride in working with my clients to put together a well diversified plan that provides a great, risk-adjusted rate of return while protecting their hard earned principal from unnecessary volatility and taxes.

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