The right path toward retirement

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.


Susan M. Dowling, CFP

Vice President–Wealth Management

Financial Advisor

Personal & Community: 

  • Resident of Mystic, Connecticut for over 35 years
  • Volunteer on the Connecticut Community Credit Union Board
  • Volunteer on the United Way of Southeastern Connecticut Finance Committee
  • Member of the Southeastern Connecticut Women's Newwork Association
  • Member of the Estate and Tax Planning Council of Southeastern Connecticut


  • Connecticut Community Credit Union Board Chairperson 1994 - 2002
  • Connecticut Community Credit Union Board Member since 1986
  • Financial Planning Association of Rhode Island Board President 1997 - Member since 1987
  • United Way Finance Committee of Southeastern Connecticut since 1992
  • Connecticut Community Credit Union Volunteerism Award 1997
Registered States:
  • AK
  • AZ
  • CA
  • CT
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • WV


  • Bachelor of Science Degree - Cum Laude, University of New Haven
  • Associate of Science Degree, Endicott College
  • Hartford Graduate Center
2 Union Plaza
New London, CT 06320
  • (860) 437-2009

Email Me

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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