Shannon Delorso

Bookkeeper at Connecticut Wealth Management - Farmington, CT, US

Shannon Delorso's Contact Details
HQ
860-470-0290
Location
Deep River,Connecticut,United States
Company
Connecticut Wealth Management
Shannon Delorso'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 Shannon Delorso
Shannon Delorso currently works for Connecticut Wealth Management, LLC.
Shannon Delorso's role at Connecticut Wealth Management, LLC is Bookkeeper.
Shannon Delorso's email address is ***@ctwealthmgmt.com. To view Shannon Delorso's full email address, please signup to ConnectPlex.
Shannon Delorso works in the Investment Management industry.
Shannon Delorso's colleagues at Connecticut Wealth Management are Miguel Carneiro, Patrick Sullivan, Dan Ballou, Daria Marvasti, Megan Trask, Melissa Frechette and others.
Shannon Delorso's phone number is 860-470-0290
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