David Grimaldi Cfp® Email & Phone Number

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.

Listed skills include Estate Planning, Retirement Planning, Investment Strategies, Tax Reduction Strategies, and 14 others.

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  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.