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Team

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:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • *Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

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.

 

Debra Clark, CFP®

Registered Representative, IAR

917-968-1432

dclark@borgerfinancial.com

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...

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Patricia A. Harkin

Registered Assistant

203 470-2945

pharkin@borgerfinancial.com

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.

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