The Procyon team had a great time last week at our holiday party! We always enjoy connecting with team members from across the Procyon locations at our home base in Shelton, and spending time together as we continue to grow our firm.
Our partners came together last week to discuss 2023 plans involving new service offerings, growing our team, and much more. We’re committed to navigating toward exceptional outcomes by providing strategic, thoughtful, and innovative solutions for our clients.
Happy 4th of July! We hope you enjoy this significant holiday in our history and enjoy the long weekend with family.
“America was not built on fear. America was built on courage, on imagination and an unbeatable determination to do the job at hand.” — President Harry S. Truman
We’re excited to celebrate our fifth anniversary today! Thank you to our clients, family, and friends for all of the support, trust, and commitment over the last 5 years. We look forward to many more years and continuing to grow with all of you.
Please join us in congratulating our team member Andy Leung for receiving his official CFP® designation. We are so proud of you and all the hard work you have put in to continue to excel in your career. Way to go!
Roughly two in five current female investors took the plunge in investing during early 2020 or 2021, and half plan to hold their investments for six years or longer. If you have questions about investing, reach out to us at [email protected] https://t.co/dFrvMIQnjX