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 Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?