We're here for you Helping you pursue your life's goals
Michael Shoaf, CIMA®, CEPA®
Financial Advisor
Certified Investment Management Analyst (CIMA®)
Certified Exit Planning Advisor (CEPA®)
860-727-1503
Hartford Steam Boiler Building
One State Street
Suite 1600
Hartford, CT 06103
Our relationship forms the basis of all of our work together. I don't make decisions for you–I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me provide guidance so that you can gain control, weigh your next steps and create the right course of action.
It all comes down to delivering advice that is relevant to your life and your financial success.
My perspectives
Insights