Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies*
Retirement investing and distribution strategies*
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?*
What’s the best approach for college savings?*
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Michael Falkowski through his affiliation with Avantax Investment Services^SM and Avantax Advisory Services^SM.

Michael Falkowski

CEO / Owner

(203) 882-9896

(203) 882-9897

Falkm@falkowskifinancial.net

Now owner of the firm, Michael grew up in a family that owned & operated a successful business. At a early age he learned that building long term relationships and a reputation for our commitment to our clients is what makes us...

Denise Eckert

Client Service Manager

203-882-9896

203-882-9897

denise@falkowskifinancial.net

Denise keeps our office running smoothly, through developing and implementing program services that insures our clients expectations are met with the greatest level of service. As a liaison between the Advisors and the client she...

Carol Doyle

Data Entry Analyst

203-882-9896

203-882-9897

carol@falkowsifinancial.net

Carol's role as Data Entry Specialist is to translate data to create specialized reports for other colleagues. In addition to compiling date, Carol, checks information and formatting to fulfill the company's quality control policies.