Dana Trowbridge-Mette Cfp®, Aif® Email & Phone Number

Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need a team of financial professionals in your corner. It’s our mission at Trowbridge Financial Services to coordinate all aspects of your financial picture to get you guidance and insights. As a CERTIFIED FINANCIAL PLANNER® Professional with Trowbridge Financial Services, your goals are our goals. Regardless of your age or background, I believe people can live better lives with smart financial education and knowledge. Our office works closely with individuals, families, and business owners to match strategies to their needs for every walk of life.I am fully committed to keeping you informed and involved in the wealth management and financial planning process. Our office provides you with experienced financial advice, supported by our team and our systems to consistently fulfill that promise. Our goal is to alleviate stress and help you feel comfortable, confident and in control of your finances.Securities offered through Sigma Financial Corporation, member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Trowbridge Financial Services, Inc. is independent of Sigma Financial Corporation and SPC.

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  Hillsdale College

  Major: Economics; Minor: Financial Management/Business