Overview

I work with clients who are typically established with a large Fortune 500 company in Hartford County. I typically work through a financial planning and money management relationship focusing on fee based asset management. I deliver unbiased advice and provide insurance recommendations where I see fit. I provide diversified portfolios with scheduled rebalancing, I don't provide too many individual stock and bond recommendations.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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