Noelle Casey - Financial Representative

05/11/2026

Is your business a job, or a true long-term asset?
I am proud to be a member of the advisory group hosting our next B.O.S.S. (Business Owners Seminar Series) complimentary seminar.
Join us on Wednesday, May 27th in Farmington for a high-impact panel discussion designed for business owners who are ready to move beyond daily operations and start building real, transferable value.
When scaling or preparing for an exit, "siloed" advice is the enemy of value. Our panel will demonstrate how a coordinated approach between your Tax, Legal, and Financial advisors can prevent costly mistakes and maximize your ultimate payout.
Meet our B.O.S.S. Panel:
• Moderator: David Place, FocusCFO, Area President
• Noelle Casey, Certified Financial Services, Financial Advisor, RICP and Small Business Strategist
• Dan Levine, Tomasetti, Kulas & Company, PC Accounting Insights and Leadership
• Marc T. Finer, Cummings & Lockwood LLC, Senior Tax and Business Advisor
What we will cover:
• The Trinity of Value: How tax strategy, legal protection, and financial planning must align to create a "sale-ready" asset.
• Mitigating the "Success Tax": Strategies to keep more of what you build when scaling or selling.
• De-risking for Buyers: What sophisticated buyers and valuators look for in your legal and operational structure.
• The Coordination Gap: Why your advisors need to be talking to each other before you decide to sell.
Whether you are currently scaling, seeking a valuation, or eyeing an exit in the next few years, this session will provide the roadmap to ensure your growth strengthens your long-term legacy.
• Who: Business Owners & Founders
• When: Wednesday, May 27th | 8:00 AM
• Where: Certified Financial Services office - 197 Scott Swamp Rd, Farmington, CT 06032
• Cost: Complimentary (Registration Required)
Space is limited. For more information and to reserve your spot, visit: https://TurningYourBusinessIntoALongTermAsset.eventbrite.com

03/19/2026

Join us for our next Ladies Club! Register Here: https://evite.me/gYGYFehm8k

02/16/2026

Hello friends, family, colleagues and neighbors,

I'm honored to be part of the 2026 Woman of Impact campaign, raising funds for the American Heart Association and Go Red for Women. I am deeply invested in the Go Red for Women movement to highlight the number one health threat for women - cardiovascular disease. Through the Woman of Impact campaign, I am building awareness, promoting healthy lifestyles, and raising critical funds from February 6th to April 9th.

Here’s how you can help:

1. Donate Today: Make a tax-deductible donation on my fundraising page. Your contribution, no matter the size, can make a significant impact.​

2. Double Your Impact: Check if your company offers a matching gift program and consider doubling your donation through your employer.

3. Spread the Word: Share this message with your network to amplify our reach and impact.

Click here to donate today:

Together, we can make a difference and save lives. Thank you for your support!

Woman of Impact nominees are changemakers using their voices to make a difference. Together they will raise much needed funds, take charge of their health, advocate for all women and change policy.

01/30/2026

Connecticut business owners, this event is designed for those looking to enhance the enterprise value of their businesses. Attendees will discover:

- The sources of profitable growth
- How owner dependency and ex*****on gaps can limit scaling
- What lenders consider when evaluating expansion

Participants will gain insights on aligning strategy, operations, and financial structure to ensure that growth strengthens their business and boosts its long-term value.
Who: Business Owners/Advisors
When: February 11 8am
Where: Certified Financial Services office - 197 Scott Swamp Rd Farmington CT 06032
What: Increase enterprise value with smarter finance and operations decisions
For more information and to register, visit https://lnkd.in/eVUhnwrD.

01/28/2026

Do you know about the gender insurance gap? As women achieve more, they lag in protecting their earnings, families, and legacies through insurance.

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01/26/2026

Protection is the cornerstone to a bright future. Check out Nick Carlson’s journey to protecting the financial future for his family.

Watch Nick's journey to protect his family's future

01/23/2026

Stay-at-home spouses do not earn a paycheck, but their work has great value. Spousal coverage policies can help support a family in case of injury or illness.

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01/21/2026

If you're fortunate enough to get a tax refund this year, you may want to invest that money in your financial future to get the biggest benefit.

Smart ways to put a tax refund to use for your financial future.

01/20/2026

Join us! RSVP here https://www.eventbrite.com/e/1975698362988?aff=oddtdtcreator