Morton Joanne Enrolled Agent, Certified Financial Plann

Morton & Associates, based in Waterford, CT, is a comprehensive accounting and financial solutions provider catering to a diverse clientele. Their services encompass general accounting work, tax preparation, and expert financial consulting services. With a strong focus on client satisfaction, Morton & Associates offers professional consultations to address individual needs and ensure financial goals are met effectively. Whether in need of tax assistance or strategic financial planning, the firm provides tailored solutions to support clients' financial well-being. Generated from their available business information

Summit Financial Advisors, located in Waterford, CT, is dedicated to helping clients achieve financial freedom through personalized financial planning, investment management, retirement planning, estate planning, and tax planning services. Their team of experienced advisors works closely with individuals and families to define their unique vision of wealth and create tailored strategies to pursue and maintain it. With a commitment to coaching and supporting clients throughout their financial journeys, Summit Financial Advisors serves a diverse clientele, from young professionals to retirees. They prioritize accountability and advocacy, ensuring that clients remain on track to meet their financial goals while navigating the complexities of wealth management. Generated from the website

No single strategy will fit every client. That’s why Beat will partner with you to create a personalized financial plan that accounts for your goals and specific circumstances. His goal is to build a long-term relationship based on trust, and he always offers honest advice while simplifying complex financial terms and investments.