Sound Financial Group

Mario D. Bartoli - Wilmington Advisors @ M&T is a financial advisory firm located in Milford, CT. They offer a range of personal and business banking services, including checking accounts, savings accounts, mortgages, loans, credit cards, insurance, investments, and retirement planning. With a team of experienced financial advisors, they provide guidance and investment analysis to help clients pursue their financial objectives, whether it's buying a home, saving for education, or planning for retirement. Their advisors are available for in-person meetings or can be reached by phone, text, or email. As registered investment advisors, they are committed to acting in their clients' best interests and provide comprehensive planning services. Whether clients need assistance with cash flow management, cybersecurity, or financial education, Mario D. Bartoli - Wilmington Advisors @ M&T is dedicated to helping individuals and businesses achieve their financial goals.Generated from the website

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.

TrinityPoint Wealth is an independent wealth management and investment advisory firm with offices in Milford, CT and Charlotte, NC.