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Proactive Planning

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Contact

Shellie Urso
(860) 563-2727
(860) 529-9642
murso@michaelurso.com

Office Address

35 Cold Spring Road, Suite 312
Rocky Hill, Connecticut
06067 United States

Quick Message

35 Cold Spring Road, Suite 312
Rocky Hill, Connecticut
06067 United States

  •  Tel: (860) 563-2727
  •  Fax: (860) 529-9642
  •  murso@michaelurso.com

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC.

Insurance services offered through 1st Global Insurance Services, Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments products and services available only to residents of : Arizona (AZ), California (CA), Connecticut (CT) , Florida (FL), Massachusetts (MA), New Hampshire (NH), Nevada (NV), New York (NY), South Carolina (SC), Texas (TX)

We are licensed to sell insurance products in the following states of: Arizona (AZ), Connecticut (CT), Florida (FL), Massachusetts (MA), South Carolina (SC)

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