Stifel | Metcalf, Cole & Masopust Wealth Management Group in Southbury

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Lunes: 08:00 - 17:00
Martes: 08:00 - 17:00
Miércoles: 08:00 - 17:00
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Stifel | Metcalf, Cole & Masopust Wealth Management Group Proveedor de servicios

465 Heritage Road
06488 Southbury

2035864505
http://www.mcmwealthmanagem...
jeff.cole@stifel.com

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Descripción

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.