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Carolyn Staub, CFP®

Planning Partner$

37 Hanson Rd
Collinsville, CT 06019-3725
Phone: (860) 693-9916
Fax: (860) 693-8684

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Women's Finances

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.