Laura Sundquist (CFP®, CPA®)

Laura Sundquist focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Our firm specializes in working with individuals using the financial planning process.  We work with clients in attaining goals of college funding, retirement planning, estate planning and tax planning.

NAPFA Start Date

January 07, 2011

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This Office

548 Hopmeadow St Simsbury, CT 06070-2415 Phone: (860) 658-0443 Fax: (860) 651-3538