About
Overview
BBB Accreditation & Rating
About This Business
BBB Accredited Since: 4/4/2022
Business Details
- Local BBB:
- BBB Serving Connecticut
- BBB File Opened:
- 3/28/2022
- Business Incorporated:
- 12/10/2019
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. David McCary, Owner
Additional Contact Information
- Principal Contacts
- Mr. David McCary, Owner
- Customer Contacts
- Mr. David McCary, Owner
- Additional Phone Numbers
- Other Phone: (860) 573-1482
- Additional Email Addresses
- Sales: Email this Business
- Technical Support: Email this Business
- Customer Service: Email this Business
- Social Media
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
- Business Categories
- Wealth Management, Asset Management
Latest Reviews
Liz G
"Dave is a knowledgeable and patient Investment Management Coach who has helped me tremendously. I cannot say enough good things about him and I highly recommend him."
Lesley O.
"Highly recommend David McCary for financial planning and investment management. We are very happy with his services."
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