Broker Check

Wealth Management

Client Centered

Our team at Professional Investors prides themselves on putting their clients interests first and understanding what is actually important to them. We gather essential information to clarify your financial objectives and what you feel would make life better for you.

We offer fee-based planning through our advisory firm Interactive Financial Advisors to help our clients achieve financial success and give them the security of knowing they have a committed team behind them.

To learn more about managing your wealth, please complete the brief form below or call us directly at (860) 678-7806 to schedule your meeting today.  

I would like to learn more about wealth management.

Thank you! Oops!