David N. Morales
Financial Services Executive, Investment Advisor Representative
As your Financial Services Representatives, our team is committed to giving you the knowledge and information to make confident decisions. My goal is to address issues that affect your financial well-being so you can achieve financial freedom. I hope you find this site informative and useful. To learn more about the products and services we provide or to make an appointment, please contact me at 860.513.1451.
IN ROCKY HILL, OUR TEAM STRIVES TO BUILD LONG-TERM RELATIONSHIPS
WITH EACH CLIENT THROUGH UNDERSTANDING, QUALITY SERVICE, INTEGRITY AND FINANCIAL EDUCATION
financial planning • Retirement planning • Tax Minimization Strategies Risk Management • Estate Conservation • Special Care & Elder Care Planning • Career Specific Planning
CRN202002 exp. 02/29/2020