

Focus Areas
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Portfolio Reviews
- LGBTQ+ Finances
Focus Areas
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Portfolio Reviews
- LGBTQ+ Finances
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Cycling
- Baking
- Hiking
- Rock Climbing
- Gardening
Team Members
Chalise PerezBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Weekends
- Web Conferencing
Phone
(203) 718-0001Fax
(833) 536-7260Office Address
100 Hinman St Ste 4Cheshire, CT 06410opens in a new window
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