David Christopher - Financial Consultant, LPL Branch Manager
Matthew Christopher, CFS - Financial Consultant
Joseph McCarthy, Jr. - CPA

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ROTH IRA Conversions

March 12, 2010

Matthew attended a seminar put on by Ed Slott, a well know and respected CPA, with regards to Roth IRA Conversions. If you have any questions or would like to see if a Roth Coversion is right for you please do not hesitate to contact us at anytime.

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What's New at FBU?

What is your Risk number? 3/23/2018
Click on the "What's Your Risk Number" link below and eliminate the stereotypes that have made risk tolerance useless. We are using leading scientific ... more
New Branch Address 2/6/2017
We are pleased to announce that we have a new branch address: 63 Agerola Rd. Durham, CT 06422 The new mailing address is P.O. Box 77 Durham, ... more
5 Star Wealth Manager Award 11/23/2016
Matthew has been recognized for the 3rd year in a row as a 5 Star Wealth Manager!! His profile will be showcased in the Decemeber issue of CT ... more

Upcoming Events

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Phone: (860) 349-3826
Fax: (860) 349-3829

Office address:
63 Agerola Rd.
Durham, CT 06422

Financial Benefits Unlimited, LLC is licensed to discuss and/or transact securities business with residence
of the following states: AZ, CA, CT, FL, GA, MA, NY, PA, SC

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor,

Member FINRA/SIPC. Financial Benefits Unlimited, LLC and LPL Financial are separate entities.

Member FINRA/SIPC

www.sipc.org

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