495 Gold Star Highway
In 2003 Steve DeGraff established his practice as a Financial Advisor. Now, with offices in Groton and New Haven, that practice has grown to include a team of dedicated professionals whose mission is to help business owners, individuals, and families organize their financial lives and plan for their future.
We are a collaborative team, drawing on years of experience, extensive firm resources, and a network of specialists to fully address our clients long-term financial needs. As the world we live in becomes more complex and volatile, the need to organize, grow, and protect your financial interests is essential.
We look at the whole of your financial life, from investing, insurance and retirement to estate and business considerations. Regardless of what stage of life you are in our goal is to facilitate the decision making process and guide you over the long-term towards your financial objectives.
Over years of helping people we have learned that there are three common struggles for clients:
2) A clear understanding of their long term situation.
3) Time and expertise to work on issues.
We recognize that making important financial decisions can be difficult. Whether working on a holistic financial plan or targeted needs, we guide you through a process shaped by your financial situation.
This step-by-step approach facilitates decision making and problem solving based on what is in your interest. From organization to implementation, personal or business issues, we do the homework so you can take the financial steps necessary to achieve your long-term vision.
Wealth Management Advisor Certified Exit Planner
Steve DeGraff has been working with families and business owners for nearly twenty years. He comes from a family business background, having worked with his father, jointly running a successful boatyard in Upstate New York. Twenty years ago, when Steve's parents went to sell their business and retire, there was no one person who understood the entire process.
As a Financial Planner and Certified Exit Planner, Steve now serves as that person. From personal planning, business planning, or divorce planning, Steve understands the many decisions that must be made, and how to guide clients through each step.
Steve has served clients in CT, RI & NY since 2003. He joined the National Financial Network (NFN) team in 2016, recognizing the value offered by their resources and team culture. In 2019 he established the Groton, CT office for NFN. Now with offices in Groton and New Haven he can better serve the needs of clients throughout Connecticut and Rhode Island.
Steve received a degree in Economics from Cornell University. He is a contributor to, and past board member for Women & Family Life Center in Guilford CT. He also teaches financial education at Gateway Community College in New Haven. His community service has also included participation with Rotary International and Leukemia Cup Regatta sponsorship . Steve is an avid sailor and resides in Niantic, CT with his wife and two sons where he enjoys sailing and shoreline life. He holds a CExP certification, series 7, 6, 65 & 63 securities licenses, as well as his Life & Health License.
Certified Business Exit Planner
Wealth Management Advisor
Amanda joined the life insurance and mortgage protection industry in 2018. She has worked as a Corporate Trainer, Waitress/Bartender, Administrative Assistant, and Event Coordinator in the past but decided to build a career helping others when she moved to Connecticut.
With the support of NFN Amanda is growing her financial services practice by educating clients about protection, growth, and distribution of assets. She has a keen sense for listening beyond what is said and addresses underlying causes of stress within someone’s financial world. Understanding what may keep clients awake at night helps her guide the conversation to develop a tailored financial plan. Amanda understands the importance of financial stability in the home and it begins and ends with education. In her spare time, Amanda enjoys going on hikes and exploring the outdoors.
Financial Representative of Guardian.
Brittni has been in the financial services industry since 2016. She started her financial career at Edward Jones, where her grandfather retired as a financial advisor. She was encouraged by both her grandfather and uncle to join the financial services industry. Brittni had great success with Edward Jones, opening her own office in September of 2018 in Westbrook, Connecticut. Although her practice was growing, she felt there was something missing. A member of the NFN team reached out to Brittni to discuss the future of her practice and she realized what she was missing was the sense of team. After meeting other members of the NFN leadership team and associates within the firm, she felt NFN would become her home to continue to grow and expand her practice.
Brittni uses open and concise communication keeping conversations with clients centered around understating what is most important to them. Establishing goals and having timely conversations to make sure she clearly understands what they are working towards allows clients to feel taken care of. She checks in regularly to make sure clients stay the course and are on track with a plan to achieve their goals. She believes that empowering clients to make their own financial decisions based on the facts of reality and protecting for the curve balls life tends to throw allows her to be viewed as a valuable resource.
In her spare time, Brittni is on the board and an ambassador of the Old Saybrook Chamber of Commerce. She is also an ambassador for Big Brothers Big Sisters and has been mentoring her Little since 2016. She enjoys hiking, kayaking, and spending time at the beach when the weather is nice. Brittni is an avid reader, loves traveling absolutely anywhere, and trying out new restaurants.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Lisa brings years of office manager experience to the Groton team, providing organization and operational support. Her dedication and contribution to the team allows our advisors to invest their time and energy with their clients. Lisa worked for several years as a Para in the East Lyme Middle School assisting students with special needs. This experience provides her a unique perspective on the challenges parents of special needs children face. In addition she has worked in the automotive field and as an office manager for Lorensen Auto Group. This varied background makes Lisa a valued member of the team, enhancing our ability to engage with and take care of our clients.