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Reviews, get directions and information for Lars Wallin

Lars Wallin

Description

My financial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring and quality service. My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love.

Areas of focus include retirement strategies, insurance protection, investment management, education funding, and estate conservation strategies. I also work with business owners and executives and their employees, providing benefits consulting and programs, succession planning, risk management services, financial literacy programs and other solutions.

I enjoy playing golf, basketball, reading, and hiking with my dog Loki. I am a member of the Beta Gamma Sigma Honors Business Society, the Golden Key International Honours Society, and a graduate brother of the Phi Gamma Delta International Fraternity.

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). 6 Corporate Drive Shelton, CT 06484. 203-513-6000

I am licensed to sell Life, Accident and Health insurance in: CT, NY, TX, SC, RI.
I am licensed to sell Property and Casualty Insurance in CT.
I am licensed to sell securities in: CT, NY, TX, SC.

Address: 6 Corporate Drive, Shelton (Connecticut) 06484
Phone: (203) 513-6192
Parking: Lot
State: CT
City: Shelton
Street Number: 6 Corporate Drive
Zip Code: 06484
categories: finance


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