Excel Wealth Management

Capitol Securities Management is a financial services firm with locations in Connecticut and Virginia, dedicated to providing personalized investment solutions and financial guidance to clients. The firm prides itself on its unique culture, experienced professionals, and a commitment to security and strength in its offerings. With a focus on client education and market commentary, Capitol Securities Management aims to empower individuals and businesses in their financial decision-making. The firm fosters a collaborative environment for its team members, emphasizing the importance of experience and a supportive culture in delivering exceptional service. Generated from the website

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.

Freedom Advisors is a modern turnkey asset management platform (TAMP) designed to empower independent financial advisors and registered investment advisors (RIAs) with a comprehensive suite of investment resources and operational support. By offering a curated model marketplace featuring 600 pre-built portfolios from over 100 model providers, Freedom Advisors gives its partners the flexibility to tailor their services to best meet client needs. With a strong emphasis on autonomy, Freedom Advisors allows advisors to maintain their brand identity while providing access to premier investment options and custodial choices. The platform is backed by an experienced operational support team, ensuring that advisors can efficiently manage their practices and deliver exceptional outcomes for their clients. Generated from the website