65 Memorial Drive, Suite C340, West Hartford, CT, 06107
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Claire volunteers with the Orange County Financial Planning Association (FPA) chapter, leading the programs committee and providing pro bono financial planning and education. She dedicates minimal time to pro bono advice through meetings and webinars.