As a Financial Planner, Jared 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, Jared 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.

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 7 and 66 Securities Licenses
• Graduate of Binghamton University earning his bachelor’s of science in financial economics

Personal

• While at Binghampton, was a member of Alpha Kappa Psi professional business fraternity, a National Residence Honorary, the manager of Binghampton Men’s Tennis, and involved in Professional Athlete PDGA
• Currently resides in Wethersfield, CT
• Outside of work, Jared’s interests include traveling, playing sports and cooking

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

Check the background of this investment professional on FINRA’s BrokerCheck