Stifel | Metcalf, Cole & Masopust Wealth Management Group

More Info

General Info

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.

Email

Email Business

Extra Phones

Fax: (203) 586-4506

Services/Products

401k Information Educational planning (529's/UGMA/UTMA) Employee Benefit Plans Long-Term Care Insurance Profit Sharing Plan

Other Link

website

Categories

Investment Management, Financial Planners, Financial Services, Investments

Reviews

Details

Phone: (203) 586-4505

Address: 465 Heritage Rd Ste 2, Southbury, CT 06488

Website: website