Interlock Financial is a financial planning firm based in Westport, CT, dedicated to helping individuals and families organize their finances and create a secure future. Led by founder David Bunin, CFP, the team at Interlock works closely with clients to develop integrated financial strategies that align with their short-term needs and long-term goals.
With a focus on providing personalized support and guidance, Interlock Financial helps clients navigate various aspects of their financial lives, from healthcare and college savings to debt management and retirement planning. By offering comprehensive services and acting as a dedicated partner, Interlock Financial aims to bring comfort and peace of mind to individuals as they embark on their financial journey.
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