David Grimaldi Cfp®

David Grimaldi Cfp® Email and Phone Number

Financial Planner @ Integrated Financial Partners
waltham, massachusetts, united states
David Grimaldi Cfp®'s Location
Wethersfield, Connecticut, United States, United States
David Grimaldi Cfp®'s Contact Details

David Grimaldi Cfp® work email

David Grimaldi Cfp® personal email

n/a
About David Grimaldi Cfp®

For the past 30 years, I have helped families and business owners gain control of their financial challenges and put them on a course toward meeting their objectives. As a CERTIFIED FINANCIAL PLANNER™ practitioner I am able to help you with your retirement planning, investment strategies, as well as estate planning and tax mitigation strategies.

David Grimaldi Cfp®'s Current Company Details
Integrated Financial Partners

Integrated Financial Partners

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Financial Planner
waltham, massachusetts, united states
Website:
ifpadvisor.com
Employees:
136
David Grimaldi Cfp® Work Experience Details
  • Integrated Financial Partners
    Financial Planner
    Integrated Financial Partners Dec 2003 - Present
    115 Glastonbury Blvd, Glastonbury, Ct 06033
    The number one financial worry is not having enough money to retire. Do you know how much you need? Is it in the appropriate places? Do you know what assets to spend first? Financial Planning is no longer a do-it-yourself project. That’s where we can help. In today's complex world it takes diligence, research and careful consideration to help you work towards the retirement you deserve and have worked so hard to attain. We provide clarity along with strategies and solutions to help address your needs, lifestyle, goals and life phase. We offer customized plans that are simple to understand and implement.My firm specializes in coordinating with all of our clients’ other advisors to ensure collaboration in all aspects of your financial life. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal Info' section above.Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.For a list of states in which I am registered to do business, please visit www.DavidGrimaldi.com.
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David Grimaldi Cfp® Skills

Estate Planning Retirement Planning Investment Strategies Tax Reduction Strategies Retirement Strategic Financial Planning Mutual Funds Investments Wealth Management Small Business Investment Advisory Asset Allocation Fixed Annuities Series 7 Series 63 Wealth Accumulation Series 6 Financial Planning

Frequently Asked Questions about David Grimaldi Cfp®

What company does David Grimaldi Cfp® work for?

David Grimaldi Cfp® works for Integrated Financial Partners

What is David Grimaldi Cfp®'s role at the current company?

David Grimaldi Cfp®'s current role is Financial Planner.

What is David Grimaldi Cfp®'s email address?

David Grimaldi Cfp®'s email address is da****@****lfg.com

What is David Grimaldi Cfp®'s direct phone number?

David Grimaldi Cfp®'s direct phone number is +186073*****

What skills is David Grimaldi Cfp® known for?

David Grimaldi Cfp® has skills like Estate Planning, Retirement Planning, Investment Strategies, Tax Reduction Strategies, Retirement, Strategic Financial Planning, Mutual Funds, Investments, Wealth Management, Small Business, Investment Advisory, Asset Allocation.

Who are David Grimaldi Cfp®'s colleagues?

David Grimaldi Cfp®'s colleagues are Clark Page, Financial Planner, Cfp®, Crpc®, Robert Rebussini, Shawn Wilson, Jim Littleton, Ceile Clemente, David Weinberg, Guido M. Sarcione, Chfc.

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