John Marshall Lee Insurance

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.

Janet L. Connolly - Wilmington Advisors @ M&T is a financial advisory firm located in Bridgeport, CT. They offer a wide range of personal and business banking services, including checking accounts, savings accounts, mortgages, loans, credit cards, insurance, investments, and retirement planning. With a team of experienced financial advisors, they provide guidance and investment analysis to help clients pursue their financial objectives, whether it's buying a home, saving for education, or planning for retirement. Their advisors are available for in-person meetings or can be reached by phone, text, or email. As a registered investment advisor, Janet L. Connolly - Wilmington Advisors @ M&T is committed to acting in the best interest of their clients. They are registered with the U.S. Securities and Exchange Commission (SEC) and provide advice and analysis about securities to their clients for compensation. Their team of certified financial planners specializes in comprehensive planning, helping clients create personalized strategies to achieve their financial goals. Whether it's managing cash flow, investing, or navigating the complexities of the financial industry, Janet L. Connolly - Wilmington Advisors @ M&T is dedicated to providing expert guidance and exceptional service.Generated from the website

Iryna P. Antonyuk - Wilmington Advisors @ M&T in Stamford, CT is a financial advisory firm that offers a wide range of personal and business banking services. With a team of experienced financial advisors, they provide guidance and investment analysis to help clients pursue their financial objectives, whether it's planning for short- and long-term goals, saving for retirement, or managing cash flow. They are committed to providing personalized solutions tailored to each client's specific needs and are available for in-person meetings as well as virtual consultations. As a registered investment advisor, Iryna P. Antonyuk - Wilmington Advisors is dedicated to acting in the best interest of their clients. They are registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators, ensuring that they meet the highest standards of professionalism and fiduciary responsibility. Their team of certified financial planners (CFP) specializes in comprehensive planning, offering expertise in areas such as investment recommendations, economic factors, and client-specific strategies. Whether you need assistance with personal or business financial matters, Iryna P. Antonyuk - Wilmington Advisors is committed to providing reliable and trusted financial advice.Generated from the website