Our Team

Our team is here to help you understand the keys to a successful retirement. Set up a one-on-one appointment today.

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LEARN MORE ABOUT US

Meet Our Team

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Susan Levin

Director of Marketing

Susan Levin is the Director of Marketing with the Grady Group of New England. Her responsibilities include scheduling appointments, setting up seminars, and otherwise working with our clients. She has worked in financial services and sales previously; this industry is just the right fit for her. Susan is extroverted, outgoing, and empathetic. When not working, she enjoys rock climbing, hiking, and spending time with her family. She resides in Simsbury, Connecticut with her husband and teenage son. She also has a black cat named Murphy.

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Chuck McIntosh

Chuck McIntosh wears quite a few hats and is responsible for several jobs here at Grady Group. He’s a loyal, honest person who gets satisfaction from helping others. When not working, he enjoys spending time outdoors, fishing, golfing or riding trails. He also has two dogs named Charlie Brown and Lucy.
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Planning Your
Retirement Income Strategies

Contact us today to get started on a retirement strategy.

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Our Company

Contact Info

Main Office:
360 Bloomfield Ave.
3rd Floor, Suite 301
Windsor, CT 06096

100 Pearl Street
14th Floor
Hartford, CT 06103

Lee Farm Corporate Park
83 Wooster Heights Rd., Suite 125
Danbury, CT 06810

125 Eugene O’Neil Dr., Suite 140
New London, CT 06320

*Backed by the claims paying ability of the carrier.   **Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Mark Sortman/Grady Group Insurance & Financial Services Lic #20359258, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Grady Group Inc.), a SEC Registered Investment Advisor. Insurance products and services are offered through Grady Group Inc. Gibbs Wealth Management, LLC (DBA Grady Group Inc.) and Grady Group Inc. are unaffiliated companies.

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