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Himmelstein Financial: The Financial Supermarket With Advice

17 Mountain Ave
Bloomfield, CT 06002

Phone:

860-761-1216 800-599-6965

E-mail:

We are an independent advisory, investment, and insurance brokerage arm that finds plausible solutions to your financial needs.

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Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Determine whether you should consider refinancing your mortgage.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck