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David Cikatz, Financial Advisor

FINANCIAL ADVISOR
David R Cikatz

316 Boston Post Rd Ste Unit 1, Waterford, CT 06385opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Retirement Savings Strategies

About David

My awareness of Edward Jones started when I was 17 years old and I opened an account with money from my high school job. It was a full circle moment when began my career here in 2010. Prior to transitioning to the financial advisor role, I was the branch office administrator, so I have firsthand experience and training with both positions that most financial advisors don't.

My main focus is helping individuals and business owners looking for comprehensive financial strategies, working alongside their CPA, their estate attorney and their loved ones. I look to partner with other professionals and collaborate with...

Work History

  • Edward JonesMarch 2010 to Current

Education

  • Univ of ConnecticutBachelors

Personal Interests

  • Home Improvement
  • Real Estate
  • Traveling
  • History and Museums
  • Outdoor Enthusiast

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(860) 440-6741

Fax

(833) 247-4202

Office Address

316 Boston Post Rd Ste Unit 1
Waterford, CT 06385opens in a new window

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