HOME
Our Services
Owner's Bio
Financial Briefs
Problem Solvers
Stock Quotes
Web Resources
Client Forms
Contact Us
Disclosure
Newsletter

Client Forms


  • ADV Part II and Schedule F
    We are a Connecticut Registered Investment Advisor (RIA). These reports, updated at least annually, describe our practice, fees, and planning and investment strategies.
  • Confidential Questionnaire
    A helpful tool to collect all relevant information for a Get Acquainted meeting.
  • Privacy Policy
    Our Privacy Policy is updated annually and sent to current clients.
 

With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link below.

Adobe Acrobat (pdf)Adobe Acrobat ReaderMicrosoft ExcelMicrosoft Excel Viewer
Microsoft WordMicrosoft Word ViewerMicrosoft PowerPointMicrosoft PowerPoint Viewer

©2010 Arconti Financial Advisors, LLC. All rights reserved.