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Christopher Pollard, CFP®

Regent Wealth Management Group

1 Bradley Rd
Ste 902
Woodbridge, CT 06525
Phone: (203) 387-7887
Fax: (203) 358-7478

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Household Income Minimum: $0
Investable Asset Minimum: $2,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Government & Military
  • Limited Partnerships
  • Getting Married
  • Irregular Income
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

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