Susan Trowbridge, AIF®

Susan Trowbridge began her financial planning and insurance career in 1990 working with State Farm Insurance Company. The five years spent with State Farm, helped her focus on learning the industry while working to obtain the licenses for financial planning. In 1993, Susan obtained her Series 6 license and now represents over 75 mutual fund and variable annuity companies. A life and health insurance agent since 1992, Susan also represents over 50 life and health insurance companies. The volume of companies that she represents allows the customers of her agency the flexibility to shop for the best benefits and pricing. Susan is affiliated as a Registered Representative with LPL Financial. To enhance her business portfolio, Susan obtained her Property and Casualty license in 1998. She currently maintains a working relationship with Iott Insurance Agency to provide auto, home and business insurance to her valued clients. Susan is the owner and founder of Trowbridge Financial Services and recently added her daughter, Dana Trowbridge-Mette, to the industry - making them one of the few mother-daughter teams!

Outside of work, Susan enjoys spending time with her husband, Robert, daughter and son-in-law, Dana and Steven, and spoiling her granddaughter, Avery. She loves the outdoors and enjoys hunting, fishing and snowmobiling with her family.

Insurance-Related: strowbridge@trowbridgeinsagency.com

Areas of experience: Portfolio Reviews, Mutual Funds, CD's, Annuities, Qualified Retirement Plans, IRA's, Roth IRA's, Education Saving Tools, 529 Plans, Estate Planning, Retirement Planning, Health Insurance, Life Insurance and Medicare