Lauren DellaFera

Client Service Specialist at Connecticut Wealth Management - Farmington, CT, US

Lauren DellaFera's Colleagues at Connecticut Wealth Management
Megan Cooney

Content Marketing Specialist

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Megan CFP

Managing Advisor & Director of Investment Committee

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Melissa Frechette

Client Service Specialist & Manager of Compliance

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Lauren DellaFera's Contact Details
HQ
860-470-0290
Location
Greater Hartford
Company
Connecticut Wealth Management
Lauren DellaFera's Company Details
Connecticut Wealth Management logo, Connecticut Wealth Management contact details

Connecticut Wealth Management

Farmington, CT, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

Connecticut Wealth Management is a unique financial planning and investment advisory firm, catering to individuals, families, business owners and executives. Our financial advisors excel in developing customized financial plans that serve as the framework for our clients, providing a touchstone in times of uncertainty. This plan is built around protecting and developing what you value most.Our independent and objective business model aligns our thinking with that of our clients. As a result, our financial advisors offer personalized strategies designed so each client can identify, plan, and work toward their unique financial goals. Along the way, clients can expect to pursue the satisfaction that comes with transparent monitoring of all of their accounts. All of this with the back drop of an independent, objective, seasoned team of advisors. Welcome to what financial planning should be.For a list of states in which we are registered to do business, please visit www.ctwealthmgmt.com.

Financial Planning Asset Management Executive Benefits Charitable Gift Planning Business Succession Planning Insurance Planning B2B Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Connecticut Wealth Management
Frequently Asked Questions about Lauren DellaFera
Lauren DellaFera currently works for Connecticut Wealth Management.
Lauren DellaFera's role at Connecticut Wealth Management is Client Service Specialist.
Lauren DellaFera's email address is ***@ctwealthmgmt.com. To view Lauren DellaFera's full email address, please signup to ConnectPlex.
Lauren DellaFera works in the Investment Bank/Securities Brokerage industry.
Lauren DellaFera's colleagues at Connecticut Wealth Management are Christopher Winkel, Richard Persechino, Megan Cooney, Sam DeBono, Megan CFP, Steve McLoughlin, Melissa Frechette and others.
Lauren DellaFera's phone number is 860-470-0290
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