A strategic financial advisory firm led by David Bunin, CFP®. David is an experienced independent advisor who has been guiding clients on their financial future for nearly two decades. Having previously worked for large and small investment firms, David founded Interlock Financial after becoming a CERTIFIED FINANCIAL PLANNER™ professional. His practice is located in Westport, CT and offers a range of financial services based on the highest standards and a meticulous approach to put your interests first. As a firm that’s run by an independent CFP® professional, there’s no obligation to sell you any particular products or steer your investments in any one direction – each plan is strategically planned with you, and is built with your needs and those of your loved ones.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Interlock Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.
This Facebook profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.
FINRA: www.finra.org
SIPC: www.sipc.org
Company Details
- Employees
- 4
- Founded
- -
- Address
- 10 Saugatuck Ave, Westport,connecticut 06880,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- interlockfinancial.com
- HQ
- Westport, Connecticut
Interlock Financial Questions
Interlock Financial's website is interlockfinancial.com
Interlock Financial's LinkedIn profile is https://www.linkedin.com/company/interlock-financial
Interlock Financial has
4 employees.
View email and phone details for 4
employees at Interlock Financial.
Interlock Financial's industry is
Financial Services
Interlock Financial's top competitors are
Netherby Advisors Llc,
Grey Value Management, Llc,
Oakmont Partners, Llc,
Greenwich Wealth Management, Llc,
Wynn Capital,
Moneco Advisors,
Kovitz,
Rynkar, Vail & Barrett, Llp,
Catalus Capital,
Wealthspire Advisors.
Interlock Financial's categories are Financial Services
Interlock Financial's founding year is 2017
