Burke's Bullpen

Dan Estes is a dedicated financial advisor at Citizens Wealth Management in Old Lyme, Connecticut, offering personalized financial planning services tailored to the unique needs of individuals and families. With a collaborative advisory team, they guide clients through the complexities of financial decision-making, ensuring plans are adaptable as life circumstances evolve. Citizens Wealth Management emphasizes a comprehensive approach to financial planning, featuring a team of certified professionals who provide individualized support and strategic advice. Clients benefit from exclusive rewards and tailored solutions designed to help them achieve their financial goals while navigating various stages of life. Generated from the website

Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.

Personal Business Services Inc, located in Old Lyme, CT, offers customized secretarial and bookkeeping services designed to meet the individual needs of clients. Their range of services includes document notarization, resume faxing, bill assistance for the elderly, and support for growing small businesses. The company prides itself on delivering efficient and confidential assistance, functioning like a personal assistant to help clients manage their paperwork and mailing tasks effectively. Whether clients require extensive support or just a few specific services, Personal Business Services Inc is committed to fulfilling those needs. Generated from the website