Wells Fargo Advisors

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Thrivent Financial in North Haven offers comprehensive solutions for banking, investments, insurance, and giving, tailored to help individuals achieve their goals and support their community. With a focus on what matters most to their clients, Thrivent provides a range of financial services to empower individuals to make meaningful decisions for their future. Generated from their website's infomation

Ladd Capital Management LLC is an SEC registered investment advisory firm based in New Haven, CT, founded by David M. Ladd in 1975. Under the leadership of Managing Partner Edward W. Lovejoy, the firm focuses on managing investment portfolios for corporate endowments and individual clients with a commitment to conservative, lower-risk investment strategies. The firm emphasizes a personalized approach, prioritizing clear communication with clients and their financial teams, including attorneys and accountants. This collaborative method results in tailored portfolios designed to meet each client's unique financial goals, reflecting Ladd Capital Management's belief in the long-term benefits of a conservative investment philosophy. Generated from the website