Description: Providing fiduciary, fee-only financial advice to clients in all stages of life. Services offered throughout Connecticut and beyond.
twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck About Services & Fees The Process Blog Contact FAQ About Services & Fees The Process Blog Contact FAQ synergy financial planning PROVIDING FEE-ONLY AND FIDUCIARY FINANCIAL PLANNING IN CONNECTICUT AND BEYOND
Are you looking to partner with a fiduciary financial planner who will put your best interests first?
Are you uncomfortable buying products that carry commissions?