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

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

Investment Strategies for Retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?