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

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.