TDG Financial LLC
About the Business
TDG Financial LLC, located at 360 Bloomfield Avenue in Windsor, Connecticut, is a finance institution dedicated to helping individuals create a strong and prosperous legacy for themselves and their families. Inspired by the Latin word for legacy, the name Legatum Financial reflects the belief that careful planning and intentionality can lead to a lasting impact on future generations.
Led by licensed agent Sofia Dumansky, who is affiliated with New York Life Insurance Company, Legatum Financial offers insurance and investment advisory services in various states including CO, CT, DC, FL, GA, IA, MA, MI, NC, NY, and TN. As a Registered Representative of NYLIFE Securities LLC, Sofia provides securities products and services in states such as CT, DC, FL, GA, IA, MA, NC, TX, and VA.
With an educational approach to wealth management, Legatum Financial takes the time to explain financial concepts clearly and help clients make well-informed decisions with confidence. Whether you are planning for retirement, education expenses, or other financial goals, the team at Legatum Financial is committed to helping you define and create the legacy you desire.
Please note that Legatum Financial LLC is not owned or operated by NYLIFE Securities LLC or its affiliates, and does not provide tax, legal, or accounting advice. Sofia Dumansky is licensed to offer mutual funds and variable products, and Market Watch information is provided for informational purposes only.
If you are seeking a trusted partner to help you navigate your financial future and create a legacy that lasts, consider reaching out to TDG Financial LLC and Sofia Dumansky for personalized guidance and support.
Location & Phone number
360 Bloomfield Ave #402, Windsor, CT 06095, United States
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