Springboard Asset Management

Closed
yelp logo

(4)

Call
Website

Photos

355 Highland Ave
Cheshire, CT 06410
+1 (203) 651-7110
http://www.springboardasset.com

Springboard Asset Management is a trusted and experienced financial planning firm based in Cheshire, CT, dedicated to helping clients achieve their financial goals through personalized and unbiased services.

With a comprehensive and compassionate approach, Springboard offers individually-crafted financial plans and investment portfolios, guided by their fiduciary duty to act in the best interests of their clients.

Generated from the website

Also at this address

Reviews

yelp logo
5.04 reviews
Photo of Holly M.
Holly M.
11/6/2014

A few years ago when we were looking for a new Financial Advisor, we were fortunate enough to find the team of Charles and Rebecca Green of Springboard Asset Management. We had discovered that...

Read more on Yelp
Gale L.
8/17/2023

We've been with Springboard for over 12 years now and are very pleased with our outcomes and relationship with Charles and Rebecca. When we first started with Springboard I remember Charles words...

Read more on Yelp
Gretchen S.
4/13/2020

Charles was very nice and eager to help me answer questions over the phone regarding financial distributions of a retirement fund. I will definitely be reaching out to them again once things...

Read more on Yelp
Kris L.
7/29/2015

I started working with Charles and Rebecca Green two years ago when I became better informed about the sneaky commissions that were currently being drained from my investment accounts. Charles...

Read more on Yelp
Own this business?
See a problem?

You might also like

Wayne W. Stanforth, CPA
Auditing services, Accounting services, except auditing

Wayne W. Stanforth, CPA

Wayne W. Stanforth, CPA caters to a wide variety of clients ranging from individuals to medium-sized businesses. Our firm specializes in retirement planning, business consulting, estates and trusts, and personal budget planning. We also provide tax and accounting services; including tax planning, tax return preparation, and bookkeeping. Our staff accountants and partners specialize in retirement planning, business consulting, estates and trusts, and personal budget planning. Of course, in addition to our specialty areas, we also provide tax and accounting services; including tax planning, tax return preparation, and bookkeeping. If you're interested in any of our services please contact us at (860) 628-4995 or wayne@wws-cpa.com"
Cheryl M Chapis - Financial Advisor, Ameriprise Financial Services, LLC

Cheryl M Chapis - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bristol, CT area, Cheryl M Chapis will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Certified Financial Services

Certified Financial Services, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.
United States›Connecticut›Cheshire›Springboard Asset Management

Partial Data by Infogroup (c) 2025. All rights reserved.