As a Financial Planner, Jamie services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Jamie can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.
“I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.“
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Member SIPC. www.sipc.com 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.
Domiciled in CT.
Check the background of this investment professional on FINRA’s BrokerCheck
CA Insurance Lic. # 0K22117