Jeremy McHale

Jeremy McHale is a Financial Planner holding a Life and Health Insurance License, along with Series 7 and Series 66 registrations. He earned a Bachelor of Science in Finance and Economics from Sacred Heart University.

As a Financial Planner, Jeremy services the financial needs of individuals and businesses while focusing on building long-term, meaningful relationships. He works collaboratively with his clients to identify their financial goals and guide them through the six key areas of financial planning.

Starting with a review of their current financial position, Jeremy addresses protection planning, investment planning, tax planning, retirement planning, and estate planning. After completing a thorough analysis, he identifies tailored solutions or builds and implements a comprehensive financial plan designed to help clients succeed over the long term.

Jeremy’s purpose as a financial advisor is to guide people toward a more secure financial future. Outside of work, he is happily married, enjoys weightlifting and Brazilian Jiu Jitsu, and loves traveling, concerts, and sporting events.

Check the background of this registered representative on FINRA’s BrokerCheck  

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