Tricia Gordon - Financial Advisor - Ion Investments

Jan 2026

Mark Jaffee
Tricia is attentive, genuinely caring and concerned about her client's needs and goals. Every time we have met for an annual or occasional update over the past five years, Tricia has been so responsive and so well prepared to help. Tricia's professional and friendly manner, along with her expertise, makes it a winning combination.

Mar 2025

I first met Tricia just after my husband passed in 2020. I wasn't quite sure what to do or who to trust. I met with Tricia and after talking ,I felt completely at ease. She explained many different options and together with her help i felt comfortable with the choices I made. Tricia has gone above and beyond to help me these last 5 years. I know that she and the staff at the Cheshire office are always there. During these rough times she has always advised me to stay the course. I recently purchased a new car thanks to her savvy investing knowledge. Tricia is not just a investment banker, she is my friend. I will forever be so grateful for her expertise and friendship....read full review

Aug 2024

I highly recommend Tricia Gordon. I was unhappy with my previous bank and the disinterest in terms of financial advice. Tricia has been wonderful. She is very knowledgeable, explains your options and the pros and cons of each choice. She listened to my concerns and came up with an option that was a perfect fit. She is a financial adviser that actually cares.