Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $900,000
Specialties
- Comprehensive Financial Planning
- Annuities
- Asset Allocation
- Estate Planning
- Corporate Finance
- Investment Management
- Getting Divorced
- Mutual Funds
- Insurance
- Retirement
- Stocks & Bonds
- Life Planning
- Long-term Care
- Succession Planning
- Sudden Wealth
- Men's Finances
- Special Needs
- Women's Finances
How Planner Charges
Considerations: I work with those dissatisfied with their current advisor and seek a higher level of experience and service.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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70 East Main St
PO Box 1447
Avon
CT
06001-1447
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Select
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70 East Main St
PO Box 1447
Avon
CT
06001-1447
|
|
Select
|
|
70 East Main St
PO Box 1447
Avon
CT
06001-1447
|
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