Saturday By appointment only
Theresa has been in the financial services industry for 20 years helping Certified Financial Planners grow their business as well as their clients’ financial goals. Theresa went out on her own to start her financial services business with New York Life.
Creating a financial strategy is something most people know they need to do but try their best to avoid. Theresa helps families move from a place of fear and confusion to a financial peace of mind by helping them design a strong foundation to drive them to their personal financial goals.
Quotes in which Theresa lives by:
Eleanor Roosevelt: "You gain strength, courage and confidence by every experience in which you really stop to look fear in the face. You must do the thing which you think you cannot do."
Walt Disney: “We keep moving forward, opening new doors, and doing new things, because we're curious and curiosity keeps leading us down new paths.
From 128N or 128S exit 27B, stay left to go on Bear Hill Rd, then on to Second Ave. All the way down is Main Street, turn right then left at blinking light (Jones Rd).