A complete list of active advisors currently associated with East Guilford Financial Services LLC
Warmer can help you find a great advisor at East Guilford Financial Services LLC or one who fits your needs even better.
East Guilford Financial Services provides discretionary and non-discretionary asset management, financial planning consultations, and mutual fund account servicing to individual investors as well as pension plans, charitable organizations and business clients. The firm offers ongoing portfolio management and targeted advisory projects, including advice on mutual funds, ETFs and certain insurance-based products. The firm’s investment process centers on individualized investment policy development—assessing goals, time horizon, risk tolerance and liquidity needs—and generally emphasizes asset allocation and mutual fund/ETF selection and monitoring. Portfolios are reviewed regularly (weekly and often daily) with clients receiving consolidated quarterly reports and annual performance statements. Noteworthy features include managing roughly $193 million in client assets while serving about 301 clients, which results in a client count per advisor that is unusually high compared with most independent firms. The firm’s principal is separately licensed as an insurance agent and discloses the resulting conflicts of interest and mitigation practices when insurance products are recommended.
To learn more about the advisors currently working at East Guilford Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Madison, CT
| 41
|
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