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As an Investment Advisor Representative, Thomas acts as a resource, guiding his clients in making financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He 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 committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority. “
Qualifications
Personal
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT
This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!