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105A Newtown Rd, Suite 5, Danbury, CT 06810
240 Pomeroy Ave, Suite 201, Meriden, CT 06450
1261 Post Rd, Suite 102, Fairfield, CT 06824 
6909 E. Greenway Pkwy, Suite 295, Scottsdale, AZ 85254 


Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2021 Five Star Wealth Managers. 


Understanding Today’s Financial Environment

I’m Grant Ulrick, a financial professional in Danbury, CT, Fairfield, 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

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?