Financial Consulting Southbury

Stifel | Metcalf, Cole & Masopust Wealth Management Group

Financial Consulting Southbury
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Address
465 Heritage Road
 
Suite 2
Place
Southbury, CT   06488 
Landline
(203) 586-4505
Fax
(203) 586-4506
E-Mail
jeff.cole@stifel.com
Facebook
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Website
www.mcmwealthmanagement.com

Description

We understand that your goals are a combination of financial needs and desired quality of life outcomes. Financial objectives may include: projected dollar amount required to fund education, retirement, or other goals, purchasing a primary residence or vacation home, charitable giving, and establishing an emergency fund. Desired quality of life outcomes may include: feeling confident that your wealth will provide for your lifestyle, caring for loved ones, ability to pursue existing interests and new experiences, connecting to community, building a legacy, and feeling prepared for the unexpected. Many of our clients are not only interested in identifying their goals, but also the best way to get there.

Keywords Estate Planning, Financial Advisor, Annuities Products, Certified Financial Planner, Life Insurance.

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Financial Consulting
(203)586-4505 (203)-586-4505 +12035864505

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