Wilmington Trust

Founded in 1994, Source Capital Group specializes in handling investment banking transactions. It offers trading, portfolio management, and equity and debt financing services. The group provides mutual funds and various mortgage options. Source Capital Group has a staff of analysts that offers credit research services for various companies throughout the United States. It provides online information on market trends, as well as business options. The group s portfolio managers specialize in equity and fixed-income accounts. With headquarters in Westport, Conn., Source Capital Group also maintains offices throughout Arizona, Florida, Kentucky, Washington, New York and Washington.

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 Westport, CT area, Karen Goersch 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.

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 Westport, CT area, Paul Sheldon 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.