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Woodbury Business Association

www.WoodburyBusiness.org • Woodbury, Connecticut

Deborah Tata, MBA, CFP, ChFC

Financial Advisor

A Unique Approach

As an Ameriprise financial advisor, Deborah Tata believes that her clients’ success should be measured not just by their financial well-being, but by how confident they are about their future.  Her mission is to help clients reach their financial goals through a personal relationship based on personalized, knowledgeable advice.  This focus is designed to help her clients reach their goals, giving them greater confidence.

Deborah Tata’s mission is to deliver financial solutions through a tailored approach and a genuine interest in her clients’ evolving needs.  She helps her clients achieve confidence. 

Areas of focus include: Retirement Planning Strategies, Small Business, Women’s Financial Strategies and Estate Planning Strategies.

License Information

Deborah Tata is licensed and registered to conduct business in Connecticut.  Based on licenses she holds, she may also conduct business in Rhode Island, Texas, New York, Vermont, Massachusetts, Florida and Maryland.   

To contact Deborah Tata, MBA, CFP, ChFC, Financial Advisor you may visit her at

530 Middlebury Road, Suite 204B, Middlebury as well as at 374 Sherman Hill Road, Woodbury, email deborah.m.tata@ampf.com or by telephone (203)758-2456 or (203)263-5375.
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