Chadwick Financial Advisors and Place Financial Advisors

If what you believed to be true about your money turned out not to be true, when would you like to find out about it?

We offer genuinely interested parties an opportunity to meet with an advisor for one hour - free of charge. This will give us each an opportunity to perform a mutual selection process to see if there is a fit. There should be good chemistry between anyone you consider hiring to help you with responsible fiscal stewardship. You need to be comfortable with us and we need to be sure we can make you satisfied by meeting or exceeding your expectations.

What to bring to the first meeting:
The following documents are provided for you to bring to your intial consultation.

Investor Profile Questionnaire (PDF)
Fact Finder (PDF)
Family Monthly Budget (Excel)
Family Monthly Budget (PDF)

Directions to our Offices
Torrington (PDF)
Unionville (PDF)
Manlius, NY (PDF)

Chadwick Financial Advisors and Place Financial Advisors - Making Plans, Hopes and Dreams Become Reality

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge is not affiliated with either Place Financial Advisors or Chadwick Financial Advisors.