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