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Get your financial game in under par condition!
Give Phil a call for a complimentary round of golf and discuss your roll over or retirement plans, your portfolio, or your life. Call today to schedule a Tee time!
Toll Free 1- (866) 699-0005




 
 

ABOUT US


Phil Wieloch

Phil is the oldest of 8 children.  He originally grew up in Meriden now resides in Clinton, Connecticut.  Phil has 6 younger sisters, one brother, and 19 nieces and nephews. Phil's father, Philip J. Wieloch passed away at the very young age of 45 in 1980 which makes his Mom very special to him and his siblings and her 19 grandchildren.    

Phil started working with individuals and business owners in 1984.  He currently holds 11 investment and insurance licenses including his series 6, 7, 24, 26, 63 and 65, enabling him to recommend and sell ALMOST anything you would read about in the Wall Street Journal.

Locally Phil belongs to and attends St. Mark's parish in Westbrook. He was involved with the Clinton school system's mentoring program for 2 years in 2003 and 2004.   He visits the Shoreline Health and Fitness club in Clinton frequently and participates in group exercise as well as weight lifting and racquetball.

Phil is an member of the Clinton Country Club and an avid golfer. If you would like to play golf and ask financial questions, Phil would love the opportunity to play golf with YOU at the CCC. He pitched competitively in amateur baseball leagues around the state for over 30 years. The pitch he was known for was a "fork ball". A passionate Red Sox fan, Phil has played baseball with or against former pro players: Bernie Williams, Jeff Bagwell, Ricky Battalico, and Rob Dibble to name a few. 

On February 20th 2008 Phil and Dana were married in Las Vegas at the Mandalay Bay. Dana is a certified personal trainer primarily working from the Shoreline Health and Fitness club in Old Saybrook. Phil now has two beautiful step children. (Sophia is 8 and Dominic is 4.) Sophia attends the Joel school in Clinton and Dominic is also enrolled in the pre school program at Joel.    

Wieloch Financial Services LLC and Investors Capital Corp. is located directly across the street from Water's Edge in Westbrook, CT @ 1520 Boston Post Rd. 

Kristen Quaratella

Kristen is a lifelong southeastern CT resident, raised in Pawcatuck where her parents still reside.  She currently lives in Groton.  She is the youngest of three children, and she has 5 nieces and nephews, all of whom reside locally.  A 1986 graduate of St. Bernard H.S., she went on to earn a Finance degree in 1990 from Bryant College, now Bryant University.  Kristen then received a Juris Doctorate from Western New England College School of Law in 1993.  She is licensed to practice law in CT and RI.

Kristen was in private law practice in New London County for over 10 years, 8 of which were as a solo practitioner.  Prior to this she was employed by the CT Judicial system as a Judge’s clerk.

Kristen enjoys working out, hiking, and spending time with her two Siberian Huskies.  She is also frequently found at her nieces’ and nephews’ sporting events and performances.

Patricia (Tiff) Bush

Tiff is Phil’s sister and resides in Wallingford with her husband, Mike, and three children.  Tiff graduated from Sacred Heart University in Fairfield and attended Central Connecticut State University.  She was an Aetna employee for 20 years and has many years of underwriting experience.  During her last 4 years at Aetna, she was a project manager. 

Tiff currently holds a life and health insurance license and represents many reputable insurance companies in Connecticut.  She specializes in Medicare Advantage plans, Individual and Group Health and Life Insurance.

Tiff is a parishioner, confirmation group leader and Eucharistic minister at Our Lady of Fatima Church.  She runs the uniform shop at the children’s school and is a room mother in the elementary school.  She is a certified USA swimming official and she and Mike attend many swim meets in support of their daughter, who is nationally ranked.  Tiff enjoys working out at the YMCA and spectating at her son’s baseball, basketball and football games.  She takes voice lessons and loves to spend time with her family at the North Carolina shore. 

 

Securities offered through
Investors Capital Corp. Member FINRA/SIPC
Advisory Services offered
through Investors Capital Advisory
Wieloch Financial Services is not
affiliated with Investors Capital Corporation
1520 Boston Post Road, Westbrook, CT 06498
(860) 399-5800 or (866)669-0005
pwieloch@investorscapital.com

 


 

photo Kristen Quaratella
Phil Wieloch and Kristen Quaratella

Photo of New Family
Phil and Dana at their wedding with children Dominic and Sophia

Phil with Mom at Fenway Park
Phil with his Mom at Fenway Park

Tiff with her husband
Tiff with
her husband Mike