187 Danbury Road,
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Registered Representative, IAR
(203) 966-2636 x2430
Debra Clark, CFP, was born in Montpelier, VT and is a 1998 graduate of Norwich University. She is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the industry. Debra is a CERTIFIED...
(203) 966-2636 x2380
Patricia has 30+ years in the banking and financial services industry. Her role is to assist Debra with client's financial needs and services. Patricia and her husband reside in Brookfield CT.