Tricia Gordon

Tricia Gordon

VP, Ion Bank
Infinex Financial Advisor

Office: 959.255.8786
Mobile: 860.803.0437
E-mail:

Website: Visit my web site!

 

As a 3rd generation financial advisor, with over 23 years of experience, Tricia has helped clients address their financial concerns and develop individual strategies for each of their specific needs. She has dedicated her career to delivering the personalized investment planning services her clients deserve and prides herself with exceptional problem solving, decision making and listening skills.  She believes in building relationships for the long term, guiding her clients through each stage of their financial season – Building Wealth, Protecting & Preserving Wealth, and finally, Wealth Transfer.

Tricia is a Financial Advisor who has covered the towns of Cheshire, North Haven, Hamden and Wallingford over the last 12 years.  She holds her series 7, 63, & 65 registrations, qualifying her both as a securities agent and an investment advisor representative.  She currently resides in Middletown, with her husband, Joe and 5 children.  In her free time, she enjoys attending concerts and theater, cooking, and taking walks with her 2 dogs, Jax & Dakota.

 

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Services

Asset & Risk Management

 

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Retirement & Financial Planning

 

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Business Owners & Employer Plans

 

 
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Access to Estate & Legacy Planning

 

College & Life Event Planning

 

Life Insurance & Annuities

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck