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 29 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

Introducción a Wooster Corthell Wealth Management, Inc.

Wooster Corthell Wealth Management, Inc. es una empresa líder en planificación financiera con una sólida reputación en el sector. Con su dirección en 655 Winding Brook Dr Suite 2030, Glastonbury, CT 06033, esta compañía ha estado brindando servicios de alta calidad a sus clientes desde hace años. Su teléfono de contacto es 04309766 y su página web es woostercorthell.com.

Especialidades y Servicios

Como planificadores financieros, Wooster Corthell Wealth Management, Inc. se especializa en ofrecer soluciones personalizadas para ayudar a sus clientes a alcanzar sus objetivos financieros. Entre sus especialidades, se encuentra la diversificación de carteras y el seguimiento constante para asegurar que los clientes estén a la altura de sus metas de retiro, ahorro personal y educativo.

Aspectos Importantes de Accesibilidad

  • 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

Es importante recalcar que se recomienda concertar cita previamente para visitar el lugar.

Opiniones y Experiencias

Wooster Corthell Wealth Management, Inc. goza de una excelente reputación entre sus clientes, con una calificación media de 5/5 según Google My Business. Muchas personas han compartido su satisfacción con los servicios de la empresa, destacando la excelente comunicación, la diversificación exitosa de carteras y el seguimiento riguroso de sus objetivos financieros. También se menciona la disposición del equipo para reunirse y brindar asesoramiento en compras importantes o cambios en compras regulares.

Recomendación Final

Para aquellos que buscan un servicio de planificación financiera de alta calidad y personalizado, Wooster Corthell Wealth Management, Inc. es una excelente opción. Con un enfoque en la diversificación y el seguimiento constante, esta empresa trabaja arduamente para ayudar a sus clientes a lograr sus metas financieras. Además, su ubicación accesible y la excelente reputación basada en las opiniones de sus clientes, lo hacen una opción muy recomendable para anyone looking for financial planning services.

Se les anima a visitar su página web woostercorthell.com para obtener más información y ponerse en contacto con ellos.

👍 Opiniones de Wooster Corthell Wealth Management, Inc.

Wooster Corthell Wealth Management, Inc. - Glastonbury, Connecticut
Kristin V. (. P.
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
Barbara D.
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
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
Paul T.
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
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
Elaine A.
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
Carole R.
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.

Wooster Corthell Wealth Management, Inc. - Glastonbury, Connecticut
Joy C. -. F.
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.

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