At Procaccini, Procaccini & Trond Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Southport, CT area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
The advisor listed is an Ameriprise financial advisor in Darien. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Westport, CT area, Ross Mannino will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
For more than two decades and counting, Mercer Advisors has been proud to call Connecticut home. With a team of local CFA and CFP professionals, we provide tailored guidance to a wide range of families and business owners.Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.Institutional-grade investing: Our approach is backed by decades of research and market analysis, representing the best practices of todays institutional investment community.Tax efficiency: Minimizing taxes is essential to protecting your lifestyle and legacy. Proactive tax strategy is an integral part of our process.
Founded in 1995, Pegasus Capital Advisors is a privately held equity fund management company that provides capital- and business-related solutions for commercial and industrial clients throughout the United States. It manages more than $1 billion in assets through several private equity funds, as well as has made over 70 investments. The company offer asset management, risk assessment, market analysis, financial planning, sales, marketing, reporting and consulting services. It provides services to the consumer products, construction, energy, health care, communications, security and mineral industries. The company s clients include Aluminair, Palisade Capital Management, iGPS Company, Rontal Applications and Jenzabar. Pegasus Capital Advisors has a staff of nearly 50 skilled investment and advisory professionals.
