Financial Strategies Investment Advisors

The Richman Group, based in Greenwich, CT, is a prominent firm specializing in investment banking, development, asset management, and property management, with a focus on resident services. As America's 7th largest rental apartment portfolio, the company is committed to delivering exceptional housing solutions and investment opportunities. With a diverse team and a wide range of businesses, The Richman Group has established itself as a leader in the real estate industry. Their notable developments and comprehensive services reflect a dedication to excellence and innovation in the rental market. Generated from the website

Charter Research Investment Group, Inc. is an independent fee-only SEC Registered Investment Advisor based in Southport, CT. They specialize in providing personalized investment management services to affluent individuals and families, offering an uncompromising level of personal service and commitment. With a focus on understanding each client's investment objectives, Charter Research Investment Group tailors strategies that align with their risk and reward parameters, whether it's preserving capital, generating reliable income, growing assets, managing concentrated stock positions, or facilitating tax-efficient wealth transfer.Generated from the website