Sue Davies, CFP®
Sue Davies is a Certified Financial Planner™ . Sue works closely with clients to to identify their financial needs and goals, and implements strategies to make those goals a reality.
Financial planning is like running a marathon. It takes preparation, dedication, determination and perseverance to make your financial goals a reality.
Sue is Insurance licensed by the State of Connecticut Department of Insurance.
Sue holds a Bachelor of Science Degree in Business Administration from St. Michael's College.