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    Todd Shepard

    CFP®

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    New England Financial Group - Main Office
    65 Lasalle Road Suite 200 West Hartford, CT 06107-2374
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    About Todd

    Todd Shepard is a Financial Planner with New England Securities, Inc. and a Financial Services Representative with New England Financial Group, LLC in West Hartford, Connecticut. He received his Bachelor of Science degree in Finance from Bryant College and is a CERTIFIED FINANCIAL PLANNERTM certificant from the College for Financial Planning. Todd served as the Investment Specialist for New England Securities for twenty years prior to leaving management to focus on the needs of his personal and business clients.

    Todd has served as President and Chairman of the Connecticut Valley Chapter of the Financial Planning Association. He is also a member of the Hartford County Estate and Business Planning Council. Todd resides in Columbia, Connecticut with his wife Paula and their two children.

     

     

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Todd Shepard CFP® is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 65 Lasalle Road, Suite 200, West Hartford, CT 06107-2374, Tel: (860) 521-2250

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Alabama, Connecticut, Florida, Maine, Pennsylvania

    I am licensed to sell Securities Products in the following jurisdictions:
    Alabama, Arizona, California, Connecticut, Florida, Maine, Maryland, Massachusetts, New Hampshire, Ohio, Pennsylvania, South Carolina, Texas

    Todd Shepard CFP®, West Hartford, CT

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