Life, on your terms Financial planning for the retirement you want

Elma L. Dunn, CRPC®

Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)

Visit Elm City Wealth Management

phone

203-498-3314





address

1 Century Tower, 265 Church St
4th + 6th Floors
New Haven, CT 06510



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



Insights

 
 

 

 

 

 
 

 

 

 

UBS Financial Wellness Center

UBS Retirement Plan Consulting Services