portrait of Theresa King
FINANCIAL ADVISOR

Theresa King

DFSA™
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Focus Areas

  • Wealth strategies
  • Wealth protection strategies
  • Estate and legacy strategies
  • Retirement income strategies
  • Divorce finances
  • Business owner considerations

Personal Interests

  • Health & Nutrition
  • Painting
  • Outdoor Enthusiast
  • Spending Time with Family
  • Traveling

Team Members

  • Lina Green
    Client Experience Specialist
  • Sue Dominato
    Branch Office Administrator
  • Jennifer Desjarlais
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More