“More than 50 years combined experience in the financial industry.”

“More than 50 years combined experience in the financial industry.”

Home / About Us / Our Team / W. Tom Polowy, MS

W. Tom Polowy, MS

Financial Advisor
860.218.2048 x 203

As a licensed financial advisor and broker, Tom has over fifteen years of experience in the insurance and financial planning field. He has extensive knowledge in asset management, financial planning, insurance, retirement planning and assessments of 401K plans.

He holds a Master’s of Science in Management from the Albertus Magnus College with High Honors (Magna Cum Laude), and received his undergraduate from University of Connecticut. Tom is also a licensed property and casualty insurance producer and can provide assistance with home, auto and commercial insurance.

With a fully holistic approach to financial planning, Tom’s goal is to provide solid, professional advice towards addressing financial goals. He takes an active role in helping clients understand their options surrounding retirement; tax advantaged investing and advanced estate planning. In the end, Tom delivers professional wealth management through sound advice, and helps to create value, focus, and understanding. Once a plan is implemented, Tom deploys a systematic approach to providing long-term, regular and proactive updates and client service.

Tom speaks fluent Polish and also conducts client appointments in his native language. When not in the office he enjoys playing rugby, football, and being outdoors. Tom and his wife reside in Bristol, CT.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Have A Question?

Our team would be happy to help you with any questions or ideas.
Feel free to reach out at anytime.