Dana Mascalo

Managing Partner at TrinityPoint Wealth - Milford city, CT, US

Dana Mascalo's Contact Details
HQ
N/A
Location
Farmington,Connecticut,United States
Company
TrinityPoint Wealth
Dana Mascalo's Company Details
TrinityPoint Wealth logo, TrinityPoint Wealth contact details

TrinityPoint Wealth

Milford city, CT, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

We are an independent investment advisory firm in Milford, Connecticut. At TrinityPoint Wealth, every client is important to us. We are not here to sell you products. Rather, as fiduciaries, we provide independent, objective financial advice in an open and transparent environment, where your best interest always come first.Our dedicated financial advisors have decades of experience serving individuals and families, defined contribution plans and institutions that include endowments, foundations and non-profits. Our highly skilled team is proactive, innovative and ready to assist you. We value the long-standing relationships we've built, and look forward to serving your financial needs and helping you achieve your goals and objectives now and in the years to come.

Investments Financial Planning Retirement Plans Fiduciary Services Insurance Long Term Care Divorce Financial Planning Executive Wealth Comprehensive Wealth Management 401k/403b/457 Plans Institutional Consulting / CIO
Details about TrinityPoint Wealth
Frequently Asked Questions about Dana Mascalo
Dana Mascalo currently works for TrinityPoint Wealth.
Dana Mascalo's role at TrinityPoint Wealth is Managing Partner.
Dana Mascalo's email address is ***@trinitypointwealth.com. To view Dana Mascalo's full email address, please signup to ConnectPlex.
Dana Mascalo works in the Investment Management industry.
Dana Mascalo's colleagues at TrinityPoint Wealth are Lise Robinson, Eric Passeri, Dana McLaughlin, Jennifer Tavella, Jana 'L''Etoile', Jerilyn Shannon, Katie Tierney and others.
Dana Mascalo's phone number is N/A
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