Shoreline Wealth & Asset Management Co

Mercer Advisors is a wealth management firm located in Woodbridge, Connecticut, with over two decades of experience providing tailored guidance to families and business owners. They offer a comprehensive suite of services, including financial planning, investment management, tax, estate, and insurance solutions, all designed to amplify and simplify their clients' financial lives. With a dedicated team of CFA and CFP professionals, Mercer Advisors specializes in multi-generational wealth management and institutional-grade investing, ensuring tax efficiency and proactive strategies to protect clients' legacies. Their advisors are deeply embedded in the local community and focus on delivering clarity and confidence as clients navigate their unique financial journeys. Generated from the website

Ivory Wealth Management Inc is a financial services firm based in Essex, CT, specializing in personalized wealth management solutions for individuals and businesses. The company offers a range of services including investment planning, retirement planning, and estate planning to help clients achieve their financial goals. With a team of experienced financial advisors, Ivory Wealth Management Inc focuses on building long-term relationships with clients to provide tailored financial strategies and guidance. The firm aims to help clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Generated from their business information

Ivory Wealth Management is a boutique financial services firm based in Essex, CT, specializing in comprehensive wealth management solutions for individuals and families. With a focus on personalized strategies and long-term financial planning, Ivory Wealth Management offers a range of services to help clients achieve their financial goals and secure their financial future. Generated from their business information