Achieving your goals It starts with insightful advice

Elma L. Dunn, CRPC®

Account Vice President
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)

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 confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.



Insights

Long-term investment themes

Long-term investment themes

Planning for the lifestyle you want

Planning for the lifestyle you want