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

Openingstijden

Maandag: 08:00 - 17:00
Dinsdag: 08:00 - 17:00
Woensdag: 08:00 - 17:00
Donderdag: 08:00 - 17:00
Vrijdag: 08:00 - 17:00

Wijzig gegevens voor dit item

Opties voor het wijzigen van uw gegevens

Als je de eigenaar van deze winkel bent, kun je de gegevens van dit item wijzigen.

Om de gegevens van deze winkel te kunnen wijzigen, moet je de winkel toevoegen aan je account.

Bedrijf registreren & overnemen

Stifel | Metcalf, Cole & Masopust Wealth Management Group Dienstverlener

465 Heritage Road
06488 Southbury

2035864505
jeff.cole@stifel.com

Beschrijving

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.