Wooster Square Advisors LLC

Wooster Square Advisors is the culmination of over 150 years of financial guidance and experience. Our namesake pays homage to the picturesque downtown neighborhood that lies just a stone’s throw from our downtown New Haven offices. The rich heritage of hard work, which built this community, lives on in the work that we do for our clients. We provide professional advice, sophisticated execution, and high-end service for clients who work hard and are focused on enjoying their successes. Our advisors have extensive experience in the financial sector and financial services industry. We’re not surprised by much, and we apply our time-tested strategies to highly personalized plans, helping you effectively navigate the market with poise and confidence. Wooster Square creates tailored financial solutions for affluent families and individuals. Our highly personalized strategies include fee-based financial planning, wealth management, estate planning, tax planning, charitable gifts planning, and more. We also design polished, customized solutions for business owners—from retirement plan consultations to buy/sell agreements, executive benefits plans and more. Grow your business while focusing on the things you enjoy most in life. We are immensely proud of our community and actively contribute our efforts to enrich the lives of the people who live, work and, study here. A long-time community supporter and advocate of higher education, Wooster Square Founding Partner Brett Amendola currently sits on the board of trustees for Quinnipiac University and chairs their endowment committee. We value our community and consistently look for ways to invest in its longevity and well-being. Connect with us: www.woostersquareadvisors.com Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. 470 James Street, New Haven, CT 06513

网站

https://www.woostersquareadvisors.com

Wooster Square Advisors LLC的外部链接

所属行业

金融服务

规模

2-10 人

总部

New Haven，Connecticut

类型

私人持股

创立

2023

领域

Wealth Management、Financial Planning、Investment Management、Financial Management、Estate Planning、Tax Planning、Charitable Gift Planning、Retirement Plan Consultations、Executive Benefit Plans、Employee Benefits、Retirement Planning和Retirement Plans