670 Boston Post Road, Madison, CT, 06443
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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 →Theresa is insurance licensed and involved with two business entities for tax/investment purposes, Benjamin1027 LLC and Integrity Partners LLC, dedicating a few hours per week and about 10-20% of her time respectively. She also serves as Vice President of the Board and Volunteer for St. Vincent de Paul Place, spending a few hours per week.