DIRECTORY RECORD
David J. Lee
Financial professional
New York, New York
Financial services
THE PERIMETER / PEOPLE & FIRMS
Find a person. Build a plan.
Search professionals by name, location, firm, or planning focus. Read their sources and ask better questions before choosing.
Directory listings are not endorsements or confirmation of current registration. Workbook records may be historical; independently confirm affiliation, contact details, services, and availability. Read our directory methodology ↗
Infinex Investments, Inc.
DIRECTORY RECORD
David Jason Maikowski
Investment Executive
Farmington, Connecticut
Wealth management
DIRECTORY RECORD
David M Marks
Financial professional
Newark, New Jersey
Financial services
DIRECTORY RECORD
David Ralph Pruett
Bank Advisor
North Haven, Connecticut
Wealth management
DIRECTORY RECORD
Derek Wilhelm Malone
Financial Consultant
New York, New York
Wealth management
DIRECTORY RECORD
Devin Michael McGill
Financial Advisor
Red Hook, New York
Wealth management
DIRECTORY RECORD
Donna D Williams
Financial Advisor
South Windsor, Connecticut
Wealth management
DIRECTORY RECORD
Elizabeth Brooks Wright
Financial professional
Southington, Connecticut
Financial services
DIRECTORY RECORD
Ella Buravleva
Financial professional
New York, New York
Financial services
DIRECTORY RECORD
Elyssia Catharyn Poland
Bank Advisor
Ridgefield, Connecticut
Wealth management
DIRECTORY RECORD
Eric John Ackerman
Bank Advisor
New York, New York
Wealth management
DIRECTORY RECORD
Frances Judith Valentin
Financial professional
Meriden, Connecticut
Financial services
THE RIGHT CONVERSATION STARTS HERE
Find help for the financial decisions ahead.
Start with your priorities, explore relevant profiles, and tell us whether you’d like help arranging a conversation.
Find your match Ask our team to follow up ↗You choose how to be contacted. No obligation.