Interlock Financial Email Format
Financial ServicesConnecticut, United States2-10 Employees
Interlock Financial is a small, independent financial services firm based in Westport, Connecticut, led by David Bunin, a CERTIFIED FINANCIAL PLANNER professional who founded the firm after earning the CFP designation and has guided clients for nearly two decades. The practice offers strategic financial planning and advisory services designed to align with clients' personal and family needs, and it operates without an obligation to sell any particular products. Securities are offered through Kestra Investment Services, LLC, and investment advisory services through Kestra Advisory Services, LLC; Interlock Financial is not affiliated with Kestra IS or Kestra AS, and those entities do not provide tax or legal advice. As an independent, CFP-led practice within the financial services landscape, it emphasizes planning that prioritizes the client's interests rather than product sales.