Broker Check
David Ross Jr.

David Ross Jr.

President

Dave Ross has over 15 years in the financial services business. For many years Dave worked for The Hartford Insurance Group in the Estate Planning division where he helped Financial Advisors and their clients. Now as a financial advisor himself Dave focuses on everything involved in the retirement planning process. Whether its retirement planning or planning for college, life insurance or long term care, Dave can help you formulate a plan to work towards your retirement goals. Dave has built his practice on quality service, reliability and taking a personalized approach to each client's unique circumstances.

Dave has lived in Connecticut for 36 years and currently resides in Simsbury, CT. He and his wife Elizabeth have two children Jake and David the 3rd. Dave is very active in his Church, which is a very important part of his life. He active in numerous charitable and community causes including The American Red Cross, Our Companions Animal Sanctuary and The Penguin Plunge which raises funds for the Special Olympics.