Patrick Boutilier

Stevens&Boutilier

New Haven, CT 06518

203-780-7011

About Stevens&Boutilier

Over many years in the financial services industry, weve had the honor and pleasure to assist hundreds of clients in pursuing their most important financial dreams.

Our team approach allows us to provide experienced insight into the various aspects of our clients financial and risk management situations. Contact us today to see what we do can help you.

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General Information

Firm Start Year

1926

Firm CRD#

6413

Disclosures

p>RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

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