Broker Check

Team

 

Lori Price, CFP®

Wealth Manager & Partner, Founder of Price Financial Group

203-529-6795

Lori R. Price, CFP® is the Founder, President and CEO of Price Financial Group LLC. For over 30 years, Lori has been providing financial, retirement, estate planning and wealth management services to her clients in Connecticut and...

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Emily Boothroyd, JD, CFP®, is a Private Wealth Advisor with Price Financial Group.  She provides comprehensive financial, retirement and wealth management services to her clients focusing also on complex estate planning...

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Hollis Hardiman, CDFA™

Wealth Manager & Partner

203.423.5985

203.762.8404

Hollis Hardiman is a Private Wealth Advisor who joined Price Financial Group in January of 2015. She has her CDFATM (Certified Divorce Financial Analyst) designation. She provides financial, retirement, and wealth management services...

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Marni Handel

Client Relationship Manager

203-529-4309

203-762-8404

Marni A Handel, Client Relationship Manager, joined Price Financial Group in 2019. She holds the Series 7, 63 & 66 registrations with LPL Financial as well as life, accident and health insurance licenses.

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