Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Intergenerational Planning

Awards & recognition

  • Sterling Financial Partners, Ameriprise Client Experience Award, 2021
  • Daniel Tarbell, Ameriprise Circle of Success, 2023
  • Daniel Tarbell, Five Star Wealth Manager, 2022

Community participation

Beautiful downtown Hartford, Connecticut
Beautiful downtown Hartford, Connecticut

Determined to make a profound and positive difference in their community, Daniel and Earle are longtime leaders in the greater Hartford community. Having served on the board of directors for the Manchester Early Learning Center, Pleasure Beach Association, United Way and the Johnson Memorial Hospital. They are members of the East Windsor Rotary Club, North Central Connecticut Chamber of Commerce, and Serving Our Seniors – a group focused on providing resources to seniors. Earle is also a member of the Freemasons and the National Institute of Certified Financial Planners.

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