Broker Check

Grant Ulrick


105A Newtown Rd, Suite 5, Danbury, CT 06810

240 Pomeroy Ave, Suite 201, Meriden, CT 06450

6929 E. Greenway Pkwy, Suite 195, Scottsdale, AZ 85254 


[email protected] 

Understanding Today’s Financial Environment

I’m Grant Ulrick, a financial professional in Danbury, CT, Meriden, CT, and Scottsdale, AZ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (203) 617-1501.

Helpful Content

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Estimating Your Estate Taxes

Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.