Wooster Corthell Wealth Management, Inc. - Glastonbury, Connecticut

Dirección: 655 Winding Brook Dr Suite 2030, Glastonbury, CT 06033.
Teléfono: 04309766.
Página web: woostercorthell.com.
Especialidades: Planificador financiero.
Otros datos de interés: Entrada accesible para personas en silla de ruedas, Espacio accesible para personas en silla de ruedas, Estacionamiento accesible para personas en silla de ruedas, Sanitarios accesibles para personas en silla de ruedas, Sanitario, Se recomienda concertar cita.
Opiniones: Esta empresa tiene 28 valoraciones según Google My Business.
Opinión media: 5/5.

Ubicación de Wooster Corthell Wealth Management, Inc.

Wooster Corthell Wealth Management, Inc. 655 Winding Brook Dr Suite 2030, Glastonbury, CT 06033

Horario de Wooster Corthell Wealth Management, Inc.

  • Lunes: 8:30 a.m.–4 p.m.
  • Martes: 8:30 a.m.–4 p.m.
  • Miércoles: 8:30 a.m.–4 p.m.
  • Jueves: 8:30 a.m.–4 p.m.
  • Viernes: 8:30 a.m.–4 p.m.
  • Sábado: Cerrado
  • Domingo: Cerrado

Wooster Corthell Wealth Management, Inc. es una empresa especializada en la prestación de servicios financieros. Ubicada en el corazón de Glastonbury, Connecticut, en la dirección 655 Winding Brook Dr Suite 2030, 06033, es una opción ideal para aquellos que buscan asesoramiento experto en materia financiera.

El teléfono de contacto es 04309766, y su página web oficial es woostercorthell.com. En esta última, podrás encontrar información detallada sobre los servicios que ofrecen, el equipo de profesionales que conforma la empresa, así como noticias y publicaciones de interés.

Una de las principales especialidades de Wooster Corthell Wealth Management, Inc. es la planificación financiera. Su equipo de expertos brinda asesoría personalizada y adaptada a las necesidades específicas de cada cliente, con el objetivo de ayudarlos a alcanzar sus metas financieras a corto, mediano y largo plazo.

Además, la empresa cuenta con instalaciones accesibles para personas en silla de ruedas, incluyendo entrada, espacio, estacionamiento y sanitarios adaptados. Esto demuestra el compromiso de Wooster Corthell Wealth Management, Inc. con la inclusión y la atención a la diversidad de sus clientes.

Otro dato interesante sobre la empresa es que se recomienda concertar una cita previa para recibir asesoramiento. De esta manera, podrás garantizar que un asesor financiero estará disponible para atenderte en el momento en que lo necesites.

En cuanto a las opiniones de los clientes, Wooster Corthell Wealth Management, Inc. cuenta con una opinión media de 5/5 según Google My Business, basada en un total de 28 valoraciones. Esto demuestra la alta satisfacción de los clientes con los servicios prestados por la empresa.

Opiniones de Wooster Corthell Wealth Management, Inc.

Wooster Corthell Wealth Management, Inc. - Glastonbury, Connecticut
Kristin Vacca (Portrait Photographer)
5/5

We've been working with WC for our financial planning since 2019. Fantastic company and we feel our portfolio is much more diversified and doing better overall than when we were previously with Fidelity. They have great communication and keep us on track to ensure our retirement, personal financial, and college saving goals are on track. They are always willing to meet and answer any major purchase advice or changes to our regular purchases. Everyone has always been pleasant to work with. Looking forward to a successful future!

Wooster Corthell Wealth Management, Inc. - Glastonbury, Connecticut
Paul Todaro
5/5

I have been a client of Wooster Corthell for roughly 10 years. I cannot speak highly enough about them! They are friendly, professional, and make my wife and I feel like family. They proactively stay on top of market cycles, have beaten my expectations with returns, and even help me with questions and issues I have running my small business. Finally, they take security and privacy very seriously, and have implemented many enhancements to stay at the forefront of protecting customer data. Highly recommend!

Wooster Corthell Wealth Management, Inc. - Glastonbury, Connecticut
Barbara Davenport
5/5

We have been working with Wooster/Corthell since the beginning approximately 25 years ago. Our investments have grown and outpaced the market under their excellent management, expert guidance and care. They worked closely with us preparing for retirement. The entire team is wonderful, always knowledgeable, friendly, and helpful. Their professionalism is amazing, and we also feel like part of the family. We highly recommend Wooster/Corthell.

Wooster Corthell Wealth Management, Inc. - Glastonbury, Connecticut
Stephen S
5/5

We have been using Wooster Corthell since 2006. They are excellent. They keep us up to date on how our investments are doing. Very responsive to any questions that we have. Their portfolio reviews are very thorough. Most importantly our investments have done very well. I highly recommend them.

Wooster Corthell Wealth Management, Inc. - Glastonbury, Connecticut
Matthew
5/5

Prior to joining the firm, both my parents have been clients with Al Wooster for over 20-30 years. As a kid, Al used to come over the house and review their annual porfolio with them. I was encouraged to pull up a seat at the table and ask questions. In addition to learning about dollar cost averaging and compounding interest, Al trusted me to park his infinity in our driveway. It was like... "welcome to adulthood kid."

I have now been working with Matt Corthell for almost 10 years now. He has always given me a plethora of financial information when I email with questions. His financial analytic reports are extremely comprehensive as well. I recently introduced my wife to the Wooster Corthell firm as well. We hope to continue a long lasting relationship with the firm.

I encourage all to work with Matt and the firm! You will not be disappointed.

Wooster Corthell Wealth Management, Inc. - Glastonbury, Connecticut
Elaine Archer
5/5

I have had the pleasure of using Worcester Corthell Wealth Management for over 10 years. Their employees always give you superior customer service that makes you feel more than the sum of your portfolio. As a fiduciary company, I am confident that my advisor has my best interests in mind when determining my investment strategy. As a result my portfolio has achieved better results than at others firms I have been associated with. I would highly recommend this company to anyone, whether you are at the beginning of your investment experience or retirement is in the near future.

Wooster Corthell Wealth Management, Inc. - Glastonbury, Connecticut
Joy Cianci - Falk
5/5

I have been with Wooster Corthell for over 20 plus years. Their professionalism is above and beyond. They feel more like family and are always there to answer or clarify any issues or questions I may have, and trust me, I have a lot of issues! LOL!
They have been instrumental in my having my dream ranch. They also have been managing my children's affairs and we could not be any happier with them.

Wooster Corthell Wealth Management, Inc. - Glastonbury, Connecticut
Carole Rycki
5/5

Bob and I have been with Al Wooster from almost the beginning. He mentored and trained staff so that he could also retire one day. The transition to Wooster Corthell Wealth Management has kept Al's original philosophy and personal attention to customers. We are grateful for the entire teams experience and values they place on excellent customer relationships.

Subir