Kevin C. Leahy, CPA, CFP®, President & CEO, and Denis M. Horrigan, CFP®, CEPA®, Partner & Co-founder, of Connecticut Wealth Management, work with many business owners & individuals in Connecticut & throughout the country. In this video, Kevin and Denis discuss the CARES Act, how businesses are finding the PPP loan application process, and financial planning ideas.
Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Any statements or opinions are subject to change without notice. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.