Profile
LPL Financial
www.davidzadvisors.com
As an independent CERTIFIED FINANCIAL PLANNER™ professional, I am passionate about putting my clients’ best interests first. My commitment extends beyond selling products – it’s about creating tailored strategies that align with their unique financial goals.
Client-Centric Approach: I operate without any pressure to push proprietary products. Instead, I focus on understanding your needs and crafting personalized solutions. Your financial well-being is my priority, and I invest the time and energy necessary to build a strong client-advisor relationship.
Empowering Your Financial Journey: As a business owner, I’ve designed a practice centered around you – my valued client. By partnering with LPL Financial, the nation’s leading independent broker-dealer*, I have access to a wide range of tools and strategies to address your financial needs.
Navigating Retirement and Markets: Retirement planning and market complexities can be overwhelming. I’m here to simplify the process. Through one-on-one consultations, I help you understand how your savings and investments can align with your specific goals. Together, we’ll work toward maximizing tax efficiency and managing risk.
Flexible Meetings: Whether in person or virtually, I’m happy to meet at your convenience.
55 Naugatuck Ave
Milford, CT 06460
Map
203-747-8911
Email
Profile
Lynch Consulting Service LLC
30 Housatonic Drive
Milford, CT 06460
Map
203-362-7358
Email
- Telecommunications
- Information Technology
- Internet Service Provider
Profile
MAPP Team: Michael DeBiase Premium Properties Team
michael.mappmyhome.com
Powered by Keller Williams
The MAPP Team has been servicing Milford for 10 years and has finally opened a new location on the green. Michael DeBiase with Keller Williams has acquired Key Real Estate and its former office located at 163 Broad St. This is our second office, Fairfield being the first, to join the Keller Williams Collective Brand. Michael DeBiase has stated, “He is thrilled to finally have an office in Milford and to be teaming up with the agents from Key Realty. Our marketing and know how will make an immediate impact on local Real Estate.” Michael goes on to state, “I have lived on Milford’s coastline and have purchased a couple investment properties as well. With myself and half my team residing in Milford, we really look forward to assisting all of Milford’s residents from the coast to inland”.
We will continue to service Fairfield and New Haven counties with the same focus and energy as we have in the past! The MAPP Team is powered by Keller Williams Gold Coast with over 40 years of experience serving Connecticut. We currently have 14 offices ranging from lower Fairfield County and up the coastline. These strategic locations allow us to serve our clients to the best of our abilities. Closing over 200 transactions a year places us in the top 1% of Realtors in the State and ranked top 5% Nationally. My team and I look forward to providing decades of real estate experience and localized neighborhood expertise to the community!”
163 Broad Street
Milford, CT 06460
Map
203-209-9142
Email
Profile
Mar-Len Printing & Mailing
www.Mar-Len.com
567 Boston Post Road
Milford, CT 06460
203-874-1727
Email
- Mailing & Shipping Services
- Printers, Copies & Graphic Design
- Advertising & Marketing
- Advertising & Marketing
Profile
Medicare Need Help?
Fb/susankstokes
Medicare Need Help is a sole proprietorship owned by Susan K Stokes, a licensed certified Independent Medicare broker. We provide educational and enrollment services to eligible Medicare beneficiaries.
146 High Street Unit 208
Milford, CT 06460
Map
203-710-7686
Email
- Business Services-Insurance Services