Interlock Financial

Interlock Financial is a strategic financial advisory firm based in Westport, Connecticut. The company is led by David Bunin, CFP®, who has nearly two decades of experience guiding clients on their financial futures. With two employees, Interlock Financial generates around $2.5 million in annual revenue. David Bunin, CFP®, offers a range of financial services based on the highest standards and a meticulous approach, prioritizing the needs of each client. He focuses on building customized plans that cater to individual requirements and the needs of loved ones. As an independent CFP® professional, Interlock Financial avoids any obligation to sell specific products or steer investments in any particular direction. The firm prides itself on personalized, strategic financial planning tailored to each client. For inquiries, contact Interlock Financial via their website, interlockfinancial.com.