"We guide our clients through their decision making process involved in considering Executive Benefits, Employee Benefits, Wealth Preservation and Insurance Planning."
Expertise
- Executive and Employee Benefits Plans for Closely-Held and Public Businesses
- Wealth Transfer Techniques
- Wealth Preservation
- Insurance Planning
- Tax Savings Strategies
- Help individuals keep the financial promises they have made to their families and loved ones
Dodd Consulting, LLC
One Landmark Square, 8th Floor, Stamford, CT 06901-2603 (map)
Phone: (203) 504-3633 · Fax: (203) 504-3639 · E-mail: info@doddconsulting.net
Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Dodd Consulting, LLC is owned and operated independently from M Holdings Securities, Inc. Dodd Consulting, LLC is a member of M Financial Group. Please go to mfin.com for further details regarding this relationship.