Paul Tramontozzi, CFP

Baxter Investment Management, located in Riverside, CT, is a trusted financial services firm with a century of experience in the industry. Specializing in comprehensive financial planning and investment services, our team of expert financial advisors is dedicated to helping clients achieve their long-term financial goals. With a rich history dating back 100 years, we have weathered various economic cycles and market conditions, providing our clients with invaluable insights and strategies. Our services cater to individuals, families, and businesses seeking professional guidance in wealth management, retirement planning, and investment portfolio optimization.

Setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. We take the time to understand you and your goals, understand 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.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.