Tax Shelters

Agencies These offer guidance and advice but charge fees.
American Express	203-222-4994 ext 3	Vincent Proccacini
L.A. Hertberg Associates	203-264-8282 877-421-9654	Don Romeo or Tom Paron
Oldham Resource Group	203-847-5300	John Golliozo –High School Tucker Scott – Elem./Mid. Schools
Hackett Associates, Inc.	203-255-3918 1-800-336-2929	Dick Gribko
Quads Trust Company	203-656-9393 1-800-342-8118	Fred Munk
Citistreet	203-265-3775	Mike Devivo
Mutual of America	860-659-3610	Len Egan
Knights of Columbus	203-882-0959	Al Tonry
Sunlife	1-800-447-7569

Fund Families These offer no-load funds but not so much guidance.
American Century	1-800-345-2021
Fidelity	1-800-544-8888
Janus	1-800-888-6182
T. Rowe Price	1-800-638-5660
USAA Life Insurance	1-800-382-8722
Vanguard	1-800-851-4999