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Marilyn S. Steinmetz, CFP®, MBA

Mutual Service Association

30 Tower Ln
Avon, CT 06001-4231
Phone: (860) 674-2466
Fax: (860) 678-7847

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Annuities
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

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