Insurance & Investment Agency

Located in the serene town of Guilford, CT, Compass Securities Asset Management stands out as a reliable resource for those seeking expert financial guidance. Nestled amidst the picturesque surroundings of this quaint New England town, this financial planner offers a blend of professionalism and personalized service that sets it apart from the rest. With a team of seasoned financial experts at the helm, Compass Securities Asset Management provides tailored strategies to help clients navigate the complexities of wealth management. Whether you're planning for retirement, investing for the future, or seeking advice on estate planning, this establishment prides itself on offering comprehensive solutions to meet your financial needs. Generated using this place's available information

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

YHB Investment Advisors was founded in 1989 to offer client-centric investment management services for both individuals and institutions. As fiduciaries, we are legally bound to provide advice and guidance that we believe will be best for you and your financial needs. Established as an independent registered investment advisor, we have greater latitude to utilize an array of financial solutions to meet each person’s needs. With a long-term investor mindset, our strategies and portfolios are built around individual stocks and bonds offering a transparent investment approach. YHB was created to help individuals, families, and organizations build wealth and establish paths to share that wealth with future generations.