David Grimaldi Email & Phone Number
Financial Planner @ Integrated Financial Partners
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David Grimaldi Location
- Wethersfield, CT, US
David Grimaldi Work
- Financial Planner @ (December 2003 - Present)
David Grimaldi Skills
- Asset Allocation
- Estate Planning
- Financial Planning
- Fixed Annuities
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Retirement
- Retirement Planning
- Series 6
- Series 63
- Series 7
- Small Business
- Strategic Financial Planning
- Tax Reduction Strategies
- Wealth Accumulation
- Wealth Management
- Accounting
- Management
- Marketing
- Strategic Planning
- Finance
- Microsoft Office
- Leadership
David Grimaldi Summary
- David Grimaldi, based in Wethersfield, CT, US, is currently a Financial Planner at Integrated Financial Partners. With a robust skill set that includes Asset Allocation, Estate Planning, Financial Planning, Fixed Annuities, Investment Advisory and more. David Grimaldi has 1 emails and 1 mobile phone numbers on RocketReach.
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