Shepard Insurance Group

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Spencer Trask, a pioneering venture firm based in Old Greenwich, CT, has a rich legacy of supporting groundbreaking innovations, from Thomas Edison's incandescent lightbulb to the development of the first FDA-approved cancer vaccine. The company focuses on discovering transformative ideas and nurturing them into world-changing enterprises that have significantly impacted various sectors, including healthcare, technology, and law. With a commitment to improving the human condition, Spencer Trask has played a crucial role in advancing technologies that save lives and enhance quality of life. Their ventures have not only created substantial economic value but have also democratized access to essential services, reflecting the firm’s dedication to fostering inclusivity and innovation. Generated from the website

Merritt Point Wealth Advisors is an independent firm based in Old Greenwich, CT, offering a modern approach to wealth management. Founded in 2019, they provide advisors with flexibility and support to create the best experience for their clients, offering growth strategies, training, and help with overhead costs. With a focus on investment innovation, Merritt Point Wealth Advisors aims to be an industry outlier, providing advisors with the benefits of independence without the associated headaches. Their advisor-led approach and commitment to client satisfaction set them apart in the financial services industry.Generated from the website