Paul Raymond, ChFC®

Managing Director

Paul is a Chartered Financial Consultant and has been helping clients design and manage their financial plans for over 33 years.  Paul oversees the portfolio management, financial planning and plan implementation duties while ensuring that each of our clients enjoy a comprehensive and distinctive relationship with our firm.  Paul is married to Beata, and has three children, Matthew, Adriana and Nicole. In his free time, he enjoys golf, tennis, is an active board member at Southington Catholic School and a parishioner of St Dominic Church in Southington.