Marshall-Tate, Janet - Willis of Connecticut

Bradley Foster & Sargent Inc (BFS), headquartered in Hartford, CT, is dedicated to providing personalized wealth and investment management services aimed at enhancing clients' lives both now and in the future. The firm prides itself on having direct access between clients and portfolio managers, ensuring a tailored approach that aligns with individual financial goals. BFS emphasizes a culture of investing in a manner that reflects their clients' interests, often employing similar strategies for their own investments. By maintaining direct relationships with the companies they invest in, BFS delivers informed research and tailored solutions that respond to evolving client needs. Generated from the website

Marcum in Hartford, CT offers a wide range of tax and business accounting services, including income taxes, bankruptcy and insolvency, compensation and benefits consulting, and wealth management. They also provide assurance services such as audits, compilations, and reviews, as well as advisory services like financial process improvement and internal audit services. With a focus on technology consulting, Marcum also offers services in cybersecurity, digital forensics, and transaction advisory. Their team of experts assists clients with various financial needs, from tax controversy resolution to valuation and forensic investigations, ensuring comprehensive support for businesses of all sizes. Generated from the website

The advisor listed is an Ameriprise financial advisor in Hartford. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.