As an Investment Advisor Representative, Allison acts as a resource, guiding her clients in making the right financial decisions for their future. Working collaboratively, she guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. She helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.
Zachary Wojtowicz is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org 6 Corporate Drive Shelton, CT 06484 (203) 513-6000.
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