Crescent Point Private Wealth

Welcome to Merrill Lynch in Glastonbury, CT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

USA Financial & Tax Services in Hartford, CT, specializes in guiding clients through the financial transitions from college funding to retirement, leveraging over 40 years of experience in the financial industry. Their comprehensive approach encompasses a variety of services, including college planning, retirement strategies, investment management, and estate and tax planning, all designed to align with the unique needs of each client. The firm prides itself on fostering long-term relationships with clients, often spanning decades, and providing a trusted advisory team that prioritizes understanding what truly matters in their clients' lives. By combining expert financial strategies with a deep personal commitment to client success, USA Financial & Tax Services aims to help families secure both their children's education and their own financial futures. Generated from the website

Kristopher Peruccio is a Licensed Financial Representative with Primerica serving BLOOMFIELD and its surrounding areas.