David C. Whitmore, Jr. CFP<sup>&reg;</sup> - Financial Advisor

David C. Whitmore, Jr. CFP®

MSFS, CLU®

Financial Planner

Buckman, Buckman & Reid, Inc.

13 Cortland Dr
Bethel, CT 06801
FINANCIAL ADVISOR'S WEBSITE
(203) 798-9041

General

David Whitmore is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Buckman, Buckman & Reid, Inc. in Bethel, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MSFS, CLU

Insurance Licenses

  • Life insurance: CT
  • Health/disability insurance: CT
  • Fixed annuities: CT
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Insurance, Life Planning, Retirement, Startup, Women's Finances

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