Willington, CT
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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 →Carole-Lynn owns CS Financial Services LLC, where she offers securities and investment advisory services, accounting and tax preparation, and insurance products. She also works as an investment advisor for The Ameriflex Group, dedicating nearly full-time hours to comprehensive wealth management, financial planning, and investment advisory services.