Before we ever talk finances, we get to know you personally: the life you envision and what’s most important to you. We do everything in our power to help you live life on your own terms.
Financial Advisor & Retirement Distribution Specialist
Twenty seven year of expertise maximizing business revenue during ownership and developing exit strategies to create value post ownership
We are an Investment Advisor Representatives that specializes in a comprehensive financial planning process that offers access to an array of services and products to help meet our client's goals.
GSB has been serving the financial needs of individuals, families, and businesses in Connecticut for 140 years.
GSB has been serving the financial needs of individuals, families, and businesses in Connecticut for 140 years.
GSB has been serving the financial needs of individuals, families, and businesses in Connecticut for 140 years.
We are an organization of caring and dedicated professionals who help our clients make smart decisions with their money.
Our organization offers lower rates and fees because we’re not-for-profit, which gives us an advantage over other financial institutions. Crosspoint FCU provides exceptional value,
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2614 Boston Post Rd, Guilford, CT 06437 – (203) 488-5500 – info@shorelinechamberct.com