Financial Planners near Meriden

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“Excellent company! Lou is great to work with and has helped me on many levels. From financial planning to simply managing my 401K he is always available.Thanks Lou for always being there.Corey Greco“

“Tricia is extremely knowledgeable and treats her clients exceptionally well. Would highly recommend!“

“I started working with Austin and Toomey investments a few years ago and highly recommend their services. Austin is extremely personable and put together a tailored plan that aligned with my goals and risk tolerance. His personal service is terrific as he's always available to chat with me or answer any of my questions--big and small. I appreciate that he goes the extra mile to educate me on his strategy and has helped me better understand the financial markets and investing. On top of that, we have a plan in place, both short term and long, that has allowed me to feel more comfortable overall about my financial goals. To anyone who's serious about growing their wealth through investing--I highly recommend using Austin as their FA.“

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“Nicole & Ethan's expertise, care and professionalism have truly exceeded my expectations. Their ability to analyze complex financial situations and provide clear and concise recommendations has been invaluable. Not only have they helped me navigate through various investment opportunities, including establishing my own Roth, setting up life insurance for my family, and analyzing and advising on my current 401k but have also guided me in making informed decisions that have significantly improved my financial well-being.Furthermore, their dedication to understanding my unique financial goals and tailoring their advice accordingly has been remarkable. Their personalized and personable approach has made me feel confident, comfortable and secure in my financial decisions.I must also commend their promptness in responding to my questions and concerns. Their timely communication and willingness to go the extra mile to ensure my understanding and satisfaction have been truly impressive.Overall, I am extremely pleased with the level of service and expertise they have provided. Their commitment to excellence, kindness and thoroughness, truly sets them apart from other financial advisors, and I would highly recommend their services to anyone seeking reliable and trustworthy financial guidance.“

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“Thank you, Matt BaumFor the patients you have shown me in dealing with my financial concerns !I commend you on your service to me with any and all questions that I have asked!You are a very kind and thoughtful gentleman and look forward In the future on doing business with you!“

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