ClearPath Financial Solutions, LLC

774 Broad Street, Waterford CT 06385

Phone: (860) 442-9377

Lori Christensen

Lori Christensen

Phone: (860) 442-9377 Ext. 107
Fax: (860) 442-2415
Mobile Phone: (860) 460-2629
E-mail:
 

Lori, a Registered Representative, has been in the financial services industry since 1991. She has the skills, knowledge, and experience necessary to help clients prioritize and implement strategies that complement their company benefits.

Lori helps clients organize all of their various “financial junk drawers” to create maximum efficiency in their planning strategies. Lori’s expertise includes: Fixed and variable Annuities, Life insurance, Disability Insurance, Long Term Care insurance, Mutual Funds, IRA’s/Old Pension Consolidation, and 529 Plans. She is also licensed to sell Life and Health Insurance products in CT, FL, MD, ME, NJ, PA, RI, VA and is registered to sell securities in CT, FL, and RI.

A lifetime resident of East Lyme, she lives with her husband Paul (Wally), and children Katie, Alison and Sarah. Lori graduated from East Lyme High School in 1986 and Wheaton College, Norton MA in 1990. She attended Bowdoin College through the Twelve College Exchange Program 1988-1989. Lori serves on the LAMBS Board at the Lawrence and Memorial Hospital and is active in the community.

 

Contact Information:

ClearPath Financial Solutions, LLC

774 Broad Street
Waterford, CT 06385

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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