Broker Check


Here's where we enjoy sharing some of our interests outside of the financial planning and investment world!

<strong>Una Margarita Por Favor</strong>

Una Margarita Por Favor

 ¿El chihuahua escoje tu cumpleaños? 

(Did the chihuahua pick your birth date?)

Let us know if you won our Cinco de Mayo client raffle!

Thanks to all our clients who participated in our May Raffle.  See you in June for our "Welcome to Summer" raffle.

You don't want to miss it!

You don't want to miss it!

You’re invited to an exclusive, one-on-one conversation with economist, writer, and comedian Ben Stein. 

<br data-mce-bogus="1"><br/>The Easter Bunny delivered a basket to one lucky winner of our Client Easter Egg Hunt!

The Easter Bunny delivered a basket to one lucky winner of our Client Easter Egg Hunt!

Thanks to all of our clients who participated in our Easter Egg Hunt.  Join our Cinco de Mayo  raffle beginning May 1.

<br/>FINALLY !



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Did someone find gold at the end of their rainbow, or did the leprachaun get there before you?

Thanks to all of our clients who participated in our St Patrick's Day Raffle.  Next raffle coming soon.  Will you find your hidden egg?

Rob Tarlov was recently recognized by the Town of Colchester

Rob was recently presented a proclamation for his many years of service to the Town of Colchester.  Rob began his volunteer work in 1989 when he was appointed to the newly formed Utilities Commission, which subsequently became the Sewer and Water Commission.

He was elected Chairman 2 years later and served in that position until 2009 when he was elected to the Board of Finance.  He was elected Vice Chairman at his first meeting and 2 years later was elected Chairman.  Rob ran for reelection in 2015 where he was the largest vote getter.  Rob did not run for reelection last November.

Over the years Rob served on many task forces and special committees as well as being liaison to many boards and commission.

Rob was known to be an intensive researcher, dissecting the numbers and bringing creative ideas to the town.  When asked why he devoted so many volunteer hours, he said, "I enjoyed it, it was a way to give back and most importantly, the many people I met directly as a result of my involvement.”

<br data-mce-bogus="1">Flowers for Your Favorite Valentine

Flowers for Your Favorite Valentine

Thanks to all our clients who partipated in our Valentine Raffle.  Next raffle coming soon.  Will you have the luck of the Irish?

Rob Tarlov recognized as 2021 Five Star Award Winner

We are pleased to announce Five Star award winner Rob Tarlov’s appearance in Fortune magazine in a special section for December 2021 / January 2022. Rob was named a Five Star award winner in 2021. By earning this honor, Rob has shown an outstanding commitment to clients. Please look for Rob in Fortune magazine, and offer your congratulations on this recognition.

The Five Star Wealth Manager award is based on objective research criteria. Five Star Professional’s research team evaluates candidates from across major markets annually on ten criteria associated with outstanding service. Each of our award winners has shown a commitment to clients, strong industry credentials and has been evaluated on the quality of his or her practice. Rob Tarlov has met these criteria and has been honored with the 2021 Five Star Wealth Manager award.


Jonathan Wesser | VP, Operations Five Star Professional

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to 3,048 Connecticut-area wealth managers were considered for the award; 285 (9% of candidates) were named 2020 Five Star Wealth Managers. 2019: 3,147 considered, 289 winners; 2018: 3,178 considered, 293 winners; 2017: 2,218 considered, 283 winners; 2016: 1,985 considered, 417 winners; 2015: 2,398 considered, 468 winners; 2014: 3,926 considered, 515 winners; 2013: 2,263 considered, 531 winners; 2012: 2,204 considered, 503 winners.

<br data-mce-bogus="1">&#160; &#160; &#160;Handmade By Jackie

     Handmade By Jackie

While Rob spent weekends in October watching football, 

Jackie was hard at work creating Thanksgiving cards!


Winning numbers for the 2021 Annual Turkey Raffle:

 411569 - 411580 - 411611 - 411629 – 411637

Good Luck!

39 degrees, wind gusts of 35mph, in Lexington and it's showtime!  A tad nippy for a Florida gal and her horse!

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Claudia arrives at the USDF National Champanionship - Showtime on Sunday

Almost there!

Almost there!

Claudia and her horse arrive in Lexington for the USDF National Championship

Claudia and her horse arrive in Lexington for the USDF National Championship

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Rob Recognized by Rotary

Rob Recognized by Rotary

Rob was recently recognized by the Meriden Rotary Club as a 6-time Rotary International Foundation Paul Harris Fellow.

The Paul Harris Fellow recognition acknowledges individuals who contribute, or who have contributions made in their name to The Rotary Foundation.

Rotary established the recognition in 1957 to encourage and show appreciation for substantial contributions to what was then the Foundation’s only program, Rotary Foundation Fellowships for Advanced Study, the precursor to Ambassadorial Scholarships.

Rob joined Rotary in 1985 and became the Club Secretary several months later, a position he still holds today.  In 2011, he served as Club President, still working as the Club Secretary.  He chaired the Rotary/YMCA Golf Tournament, the Club's major fundraiser, 4 times and has cochaired the Holiday Fundraiser for over 25 years.

So proud of my wife, Claudia, and her young horse on their invitation as an alternate for the National Championship in Lexington in November.

So proud of my wife, Claudia, and her young horse on their invitation as an alternate for the National Championship in Lexington in November.

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