Nelson J. Rodriguez, MBA, CFBS®
I work with individuals, families and business owners in order to help find solutions to put them on the path to financial security. I recommend and implement various insurance and investment products to assist clients to protect, accumulate and distribute wealth in the most tax favorable manner possible. Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
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