Price Financial Group LLC

Coastal Bridge Advisors is an independent wealth management and investment advisory firm with locations in Westport, CT, Milford, CT, Charlotte, NC, and Los Angeles, CA. The firm is dedicated to providing personalized financial solutions for individuals, families, business owners, and institutions, including retirement plans, endowments, foundations, and nonprofits. With a team of highly credentialed professionals, Coastal Bridge Advisors operates under the fiduciary standard, ensuring that clients' best interests are prioritized at all times. The firm emphasizes a holistic approach to financial planning, tailoring strategies to help clients achieve their goals and live their dreams. Generated from the website

Since 1991, Georgetown Financial Group, Inc. (GFG) has provided financial planning, retirement and wealth management services - designing and implementing detailed strategies to help our clientsaccumulate, protect, and transfer wealth. The qualified retirement plan advisors of GFG Retirement Solutions have a combined 140 years of advising experience. As of October 2019, we serve over 125 qualified retirement plans, with more than $479 million of retirement plan assets under management. Georgetown Financial Group, Inc. is based in Georgetown, CT. It supports over 100 independent financial advisors and their clients across the country, and the advisors it oversees have $3.2 billion of assets under management.

The advisor listed is an Ameriprise financial advisor in Darien. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.