Legatum Financial LLC

Windsor, Connecticut

Call (860) 298-1064 Visit website →

About

Legatum Financial LLC, based in Windsor, Connecticut, offers investment management and wealth management services through Sofia Dumansky, a registered investment advisor and financial adviser with FINRA Series 6, 63, and 65 licenses. The firm employs an educational approach to financial planning, focusing on strategies for wealth accumulation, tax planning, and protection management tailored to clients' individual circumstances. Dumansky has been active in financial services since 2007 and holds advanced degrees including an MBA and Master of Science in Management.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-3PM, Saturday: Closed
SEC registered
No
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