About Us

Brian C. Lichtenstein is a graduate of Wesleyan University and the University of Hartford, from which he holds respectively, a Bachelor of Arts in Economics, and a Master of Science in Professional Accounting.

Brian began his career in 1984. Lichtenstein Financial is a regional firm specializing in financial, income tax, and business services. Clients can choose to meet advisors in one of three suburban offices in Central Connecticut: Glastonbury, Middletown, and West Hartford.

In addition to his tax, and financial accreditations, Brian is licensed to sell investment securities, life insurance products, and originate mortgage loans. Brian is:

  • AN ENROLLED AGENT (EA) - Admitted To Practice Before The Internal Revenue Service (licensed in all 50 states)
  • A REGISTERED INVESTMENT REPRESENTATIVE
  • AN INVESTMENT ADVISORY AGENT
  • GENERAL SECURITIES PRINCIPAL – SERIES 24
  • A LICENSED LIFE INSURANCE AGENT
  • A LICENSED ACCIDENT & HEALTH INSURANCE AGENT

Brian is also an active member/associate of the:

  • NATIONAL ASSOCIATION OF ENROLLED AGENTS
  • CONNECTICUT SOCIETY OF ENROLLED AGENTS
  • NATIONAL ASSOCIATION OF TAX PRACTITIONERS

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

William K. Yeager, CPA - TAX MANAGER - Bill has been with Lichtenstein Financial, LLC for over 11 years. He earned his expertise working with two major accounting firms. He holds a MBA in Finance from The University of Hartford, and a BS in Accounting from Quinnipiac College.

Steve I. Simolari, Financial Advisor – Having worked for the past nine years as a financial planner, Steve brings extensive analytical and investment research ability to his position at Lichtenstein Financial, LLC. He holds a BA in Family Financial Planning from the University of Massachusetts, Amherst., and is a current member of the Financial Planning Association. He holds licenses as a Series 7 Stockbroker, an Investment Advisory Agent, and a Life, Accident & Health Insurance Agent. Steve is a registered representative of Securities America Inc., and an investment advisor representative for Securities America Advisors, Inc."

Leslie M. Lichtenstein - OFFICE MANAGER - Leslie has been a project manager & support staff supervisor for over fifteen years in the field of taxation. As a network administrator, she is proficient in the areas of tax and accounting software systems, and database management. She holds a BSBA from The Barney School of Business and Public Administration from The University of Hartford.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.