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Financial advisor · Windsor, CT
Legatum Financial
Wealth management and legacy planning for families and professionals
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Independent financial planning and retirement strategy360 Bloomfield Avenue, Suite 301, Windsor, CT
Parker Wealth Management is an independent financial planning and investment firm led by Jeffrey P. Smith, a CERTIFIED FINANCIAL PLANNER and Chartered Retirement Planning Counselor. The firm builds customized financial plans covering budgeting, organizing finances, retirement preparation and investing, and it focuses on explaining money decisions in plain English rather than industry jargon.
Parker Wealth works with individuals and businesses, including medical professionals, executives and attorneys. The firm says it does not push funds or products and instead bases recommendations on each client's situation. Prospective clients can request a complimentary consultation by phone or through the website. The office is at 360 Bloomfield Avenue in Windsor.
Wealth management and legacy planning for families and professionals
Fee-only fiduciary planning for retirement, investing and college savings
Listing your business here is free. Featured is $49 a month:
