Jonathan Farens, Vice President, Financial Consultant

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Jonathan Farens, Vice President, Financial Consultant I provide holistic wealth management services to my clients.

I combine sophisticated tools with a wide array of investment and insurance products, to develop a customized strategy that aligns with each client’s personal and financial goals.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
11/02/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
10/30/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

A home warranty may make sense, but you need to set proper expectations.
10/28/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
10/26/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
10/23/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Your insurance needs don’t stay the same when the nest empties, but what changes?
10/21/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

The key to healthcare in retirement might be a patchwork of different choices.
10/19/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
10/16/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
10/14/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Second homes have unique risks and insuring them is different than a primary home.
10/12/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

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375 Bridgeport Avenue
Shelton, CT
06484

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