Justin Rodrigues, CFP<sup>®</sup>

Justin Rodrigues, CFP®

SVP, Ion Bank
Financial Advisor, Osaic Institutions

Mobile: 860.995.9332
Pager: http://bit.ly/3GFHzMO
E-mail:

Website: Visit my web site!

 
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Justin Rodrigues, CFP®
Your Ion Investments advisor

Justin Rodrigues, CFP®

SVP, Ion Bank
Financial Advisor, Osaic Institutions
workspace_premiumCFP® Professional balanceActs as a Fiduciary schedule12+ Years Experience schoolB.S. Finance, UConn
About Justin

Disciplined planning for wealth that lasts generations.

Justin Rodrigues, an Osaic Institutions Financial Advisor and Vice President at Ion Bank, has over 12 years of experience in the financial services industry. Receiving his degree in Finance from the University of Connecticut, Justin is also a CERTIFIED FINANCIAL PLANNER™ Professional and has a fiduciary responsibility to all his clients.

Justin has established a successful practice utilizing a very thorough and continuous process and strives to provide an excellent individual experience. Utilizing wealth management and financial planning techniques along with his extensive knowledge in capital markets and fixed income, Justin helps clients navigate market volatility, focusing on the client's ultimate objective to achieve financial success, that can also be passed to future generations.

Justin and his wife have three children. He enjoys sports, traveling (especially Portugal), and spending time with his family.

Where you’ll find Justin

Southbury & Agawam.

Map of Justin’s locations
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Southbury branch
363 Main St S, Southbury, CT 06488
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Agawam branch
200 Silver St, Agawam, MA 01001
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Not nearby? Justin also meets by phone or video — wherever life takes you.

Ready when you are. Here’s how it works.

1
Pick a time

Book online or request a call — whichever is easier.

2
Meet your way

With Justin in a branch, by phone, or over video.

3
Get your plan

A clear path forward — free, and no obligation.

Client Reviews

What working with Justin is like.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck