Best Financial Advisors in Stratford, CT

“My team and I provide our clients with clear and concise solutions to complex problems. We are an independent boutique wealth management firm with an internal think tank capable of providing big firm capabilities. In the end, it's about giving you ti...”

“Everyone dreams of a comfortable retirement. Wherever you are in your life's journey, we will work with you to assess your current situation and help you set your retirement goals to help you retire comfortably and happy. The most important is to sta...”

“Welcome to our website,here you'll find a wealth of information in the form of newsletter articles, calculators, market information and information about Westco Financial Group.”

“A good first step in estate planning is to gather an inventory of all of your assets and liabilities and provide financial models to illustrate how your estate can develop over time. The calculations take into account personal and business owned asse...”

“Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement...”

“The core of a successful financial plan is your investment strategy, so we always start there, and we use the latest technology through Riskalyze to do so. Riskalyze is a Nobel-prize winning mathematical platform that looks at how much risk you're co...”

“We have been working Frank and his team for years and love the knowledge that they bring to the table.”

“No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing...”

“Office staff is always very helpful and friendly when we call.”

“Amazing accounting firm and fast service.”

“(owner, bookkeeping business - not specifying because I don't want to advertise on a review)”

“Ivonne has a no quit, get it done attitude that shows when helping her clients.”

“I want to congratulate Diana for her excellent work, a consultancy that is not only 5 stars, I would say that she deserves 100 stars, I recommend her, she is very good and, above all, she speaks honestly and sincerely, thank you”

“Consummate, trustworthy professionals and advisors.”

“Thanks for the amazing service!”