wiseradvisor

Boundless Financial Solutions

Tel: 860-229-8409
135 Day Street
Suite 1C
Newington, Connecticut  06111
Boundless Financial Solutions | Financial Advisor in Newington,Connecticut

About Boundless Financial Solutions

What Sets us Apart? Common Sense Solutions for long term financial management. At Boundless Financial Solutions, we feel it is about understanding the client's problems, understanding their goals, and developing a solution that can meet those goals under all conditions. Understand it is not about products...It is about our team of people and their core set of guiding principles. Our Team approach helps us to provide comprehensive solutions for retirement income planning, asset allocation, asset location, wealth creation, and estate protection. Not every team member is an expert in everything we do, but each team member has developed knowledge which is valuable in contributing to our clients success.


General Information

Services:   Asset Allocation & Risk Management, Budgeting, College Planning, Debt Elimination, Dual Legacy & Charitable Giving, Informational Seminars, Estate Conservation, Exit Counseling, Insurance, Investment Management, Medicare, Retirement Strategies

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

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