"It's refreshing to work for a firm that takes client service so seriously. I love being able to work with our clients on an ongoing basis and handle their everyday needs."
Tara Budlong serves as Client Service Manager and Advisor, providing support to StrategicPoint’s Advisory team. She is responsible for assisting clients and facilitating their service needs, including managing and advising her own clients. She has been with StrategicPoint since 2011.
Tara has over 20 years of experience as a client service representative, including experience at Putnam Investments as well as Columbia Management. She holds the FINRA Series 65 license, as well as RI, MA and CT Life and Health Insurance Producers Licenses.