WE STRIVE TO BUILD LONG-TERM RELATIONSHIPS WITH EACH CLIENT THROUGH UNDERSTANDING, QUALITY SERVICE, INTEGRITY AND FINANCIAL EDUCATION
David N. Morales
Financial Services Executive, Investment Advisor Representative
As a financial professional I am 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.
♦ Financial Planning Retirement planning ♦ Tax Minimization Strategies Risk Management ♦ Estate Conservation ♦ Special Care & Elder Care Planning ♦ Career Specific Planning