Norwalk, CT Office

Team
Updated today

Client AUM

$8,233,423,714

Clients

27,999

Advisors

5

Of 467 advisors across 198 offices

Location

50 Washington St

Norwalk CT 06854

Advisors at this office

5

Advisors at this office

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Jason W

Series 63, Series 66

Norwalk, CT

Hornor, Townsend & kent, LLC

Jason Wein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Hornor, Townsend & Kent since 2010 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, Wein serves as treasurer for the Bethel Bombers, a nonprofit youth baseball organization, where he is involved in scheduling, coaching, and fundraising. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight. The firm manages a majority of its client assets on a non-discretionary basis and offers a range of financial planning and retirement plan consulting services.

Business succession planning Wealth management
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Howard W

Series 63, Series 65

Norwalk, CT

Hornor, Townsend & kent, LLC

Howard Wein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2010 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, Wein is involved in insurance brokerage and tax preparation through his activities with Prime Financial Services and Wealth Continuum Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services delivered primarily on a non-discretionary basis. The firm offers financial planning, consulting, and retirement plan services, utilizing third-party asset manager platforms and emphasizing client-directed implementation and oversight.

Business succession planning Wealth management
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Maureen D

Series 63, Series 65

Norwalk, CT

Hornor, Townsend & kent, LLC

Maureen Decker is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She previously worked at Northwestern Mutual and Penn Mutual Life Insurance Company. Outside of her advisory role, she provides tax preparation services during tax season, assists with community voting polls in Redding, Connecticut, and conducts student loan portfolio reviews to evaluate repayment options and federal programs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, with a focus on asset allocation, diversification, and both fundamental and technical analysis.

Business succession planning Wealth management
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Lawrence B

Series 63, Series 65

Norwalk, CT

Hornor, Townsend & kent, LLC

Lawrence Bernstein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Hornor, Townsend & Kent since 2010 and concurrently with Penn Mutual Life Insurance Company. Outside of his advisory role, Bernstein is involved in life insurance brokerage and tax preparation through his businesses, Prime Financial Services and Wealth Continuum Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a majority of assets on a non-discretionary basis.

Business succession planning Wealth management
user avatar

Steven R

Series 63, Series 65

Norwalk, CT

Hornor, Townsend & kent, LLC

Steven Randby is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Hornor, Townsend & Kent since 2016 and concurrently with Penn Mutual Life Insurance Company for the same period. Outside of his advisory role, he owns a restaurant, Table 104, LLC, in Stamford, CT. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with a platform that includes third-party asset managers and both discretionary and non-discretionary account options.

Business succession planning Wealth management
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