Wooster Corthell Wealth Management, Inc. - Glastonbury, Connecticut

Wooster Corthell Wealth Management, Inc.: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and wealth management solutions, Wooster Corthell Wealth Management, Inc. presents a distinguished and reliable service. Located at 655 Winding Brook Dr Suite 2030, Glastonbury, CT 06033, United States, this firm has established a strong reputation for its personalized approach and commitment to client success. Their dedication to building long-term relationships, combined with a deep understanding of financial markets, makes them a valuable partner in achieving financial goals. The firm’s consistent 5/5 average opinion on Google My Business further underscores its commitment to client satisfaction.

About Wooster Corthell Wealth Management, Inc.

Wooster Corthell Wealth Management, Inc. is a full-service financial advisory firm dedicated to helping clients navigate the complexities of wealth management. They specialize in a wide range of services, including retirement planning, investment management, estate planning, tax planning, and risk management. The firm’s core philosophy centers on understanding each client’s unique circumstances, goals, and risk tolerance to develop tailored strategies for long-term financial security. They prioritize a holistic approach, considering all aspects of a client's financial life to ensure a cohesive and effective plan.

Location and Accessibility

The firm’s physical location at 655 Winding Brook Dr Suite 2030, Glastonbury, CT 06033, offers a convenient and professional environment for consultations. Recognizing the importance of accessibility for all clients, Wooster Corthell has implemented several features to ensure a comfortable and inclusive experience. These include:

• Wheelchair-accessible car park: Provides convenient parking for individuals utilizing wheelchairs or mobility devices.
• Wheelchair-accessible entrance: Ensures ease of access to the building.
• Wheelchair-accessible seating: Offers designated seating areas for clients with mobility limitations.
• Wheelchair-accessible toilet: A fully accessible restroom is available for client use.
• Toilet: Standard restroom facilities are available.

Key Services Offered

Wooster Corthell Wealth Management, Inc. provides a comprehensive suite of services designed to meet diverse client needs. Some of their primary offerings include:

• Financial Planning: They develop customized financial plans that address short-term and long-term goals, incorporating budgeting, savings, investment strategies, and retirement planning.
• Investment Management: Experienced portfolio managers utilize a disciplined approach to build and manage investment portfolios tailored to individual risk profiles and objectives. They offer both active and passive investment strategies.
• Retirement Planning: Dedicated retirement planning specialists assist clients in determining optimal savings strategies, maximizing retirement income, and navigating the complexities of Social Security and Medicare.
• Estate Planning: They collaborate with estate planning attorneys to help clients develop comprehensive estate plans, including wills, trusts, and powers of attorney, ensuring their assets are distributed according to their wishes.
• Tax Planning: Wooster Corthell's tax advisors work with clients to minimize their tax liabilities through strategic planning and tax-efficient investment decisions.
• Risk Management: They help clients identify and mitigate potential financial risks through insurance planning and diversification strategies.

Client Testimonials & Reputation

Wooster Corthell Wealth Management, Inc. boasts a strong positive reputation, evidenced by its impressive 28 reviews on Google My Business with an average rating of 5/5. These reviews consistently highlight the firm’s professionalism, expertise, and commitment to client service. Clients appreciate the firm’s ability to provide clear, concise advice and to act as a trusted partner in their financial journey. The positive feedback reinforces their dedication to providing an exceptional client experience.

Contact Information

To schedule an appointment or learn more about the services offered by Wooster Corthell Wealth Management, Inc., please contact them at:

• Phone: 8604309766
• Website: woostercorthell.com

Recommendations

It is highly recommended to schedule an appointment prior to visiting the office, ensuring that a representative is available to assist you with your needs. This proactive step demonstrates respect for the firm’s time and ensures a smoother and more productive consultation. The firm’s commitment to client service extends beyond the initial consultation, providing ongoing support and guidance throughout the client’s financial journey.

Key Takeaways

Wooster Corthell Wealth Management, Inc. stands as a premier wealth management firm dedicated to providing personalized and comprehensive financial solutions. With a strategic location, accessible facilities, and a proven track record of success, they are well-equipped to assist clients in achieving their financial goals. The firm’s commitment to client satisfaction, as reflected in its outstanding reviews and high rating, makes it a trustworthy and reliable partner.

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