Independent Branch Leader and Financial Consultant – CFP®, MBA
At our South Windsor Independent Branch, you’ll find friendly, personalized help from an experienced team. Plus, you’ll have access to expertise, specialists, and insights to help you reach your own specific goals.
As members of your local community, we welcome you and are committed to giving you transparent, straightforward answers to your questions.
- Wealth Management
- Investment Advice
- Retirement Planning
- Portfolio Management