Stifel | Metcalf, Cole & Masopust Wealth Management Group

( 1 Reviews )

465 Heritage Road , Suite 2
Southbury, CT 06488
(203) 586-4505
Website

Listing Incorrect?

Hours

Saturday:

N/A

Sunday:

N/A

Monday:

N/A

Tuesday:

N/A

Wednesday:

N/A

Thursday:

N/A

Friday:

N/A

CALL DIRECTIONS WEBSITE REVIEWS

Chamber Rating

Verified Member

5.0 - (1 reviews)

About
^{Stifel | Metcalf, Cole & Masopust Wealth Management Group}

We understand that your goals are a combination of financial needs and desired quality of life outcomes. Financial objectives may include: projected dollar amount required to fund education, retirement, or other goals, purchasing a primary residence or vacation home, charitable giving, and establishing an emergency fund. Desired quality of life outcomes may include: feeling confident that your wealth will provide for your lifestyle, caring for loved ones, ability to pursue existing interests and new experiences, connecting to community, building a legacy, and feeling prepared for the unexpected. Many of our clients are not only interested in identifying their goals, but also the best way to get there.

Contact Info

(203) 586-4505
(203) 586-4506
[email protected]
Website
Facebook

Products

Educational planning (529's/UGMA/UTMA)
Long-Term Care Insurance
401k Information
Profit Sharing Plan
Employee Benefit Plans

Questions & Answers

Q What is the phone number for Stifel | Metcalf, Cole & Masopust Wealth Management Group?

A The phone number for Stifel | Metcalf, Cole & Masopust Wealth Management Group is: (203) 586-4505.

Q Where is Stifel | Metcalf, Cole & Masopust Wealth Management Group located?

A Stifel | Metcalf, Cole & Masopust Wealth Management Group is located at 465 Heritage Road, Suite 2, Southbury, CT 06488

Q What is the internet address for Stifel | Metcalf, Cole & Masopust Wealth Management Group?

A The website (URL) for Stifel | Metcalf, Cole & Masopust Wealth Management Group is: http://www.mcmwealthmanagement.com/

Q What days are Stifel | Metcalf, Cole & Masopust Wealth Management Group open?

A Stifel | Metcalf, Cole & Masopust Wealth Management Group is open:
Saturday: N/A
Sunday: N/A
Monday: N/A
Tuesday: N/A
Wednesday: N/A
Thursday: N/A
Friday: N/A

Q How is Stifel | Metcalf, Cole & Masopust Wealth Management Group rated?

A Stifel | Metcalf, Cole & Masopust Wealth Management Group has a 5.0 Star Rating from 1 reviewers.

Hours

Saturday:

N/A

Sunday:

N/A

Monday:

N/A

Tuesday:

N/A

Wednesday:

N/A

Thursday:

N/A

Friday:

N/A

Ratings and Reviews
^{Stifel | Metcalf, Cole & Masopust Wealth Management Group}

Overall Rating

( 1 Reviews )

Write a Review

Ashley Westfall _{on Google}

Mar 14th, 2019

We just started exploring our options with investing and retirement planning. By far the experience at this Stifel location has been the best. The staff is welcoming, and extremely knowledgeable. Their partners really care about their clients investment and experience and go above and beyond to get the right product to meet your needs while educating you about what they are providing.

Overall Rating

( 1 Reviews )

Stifel | Metcalf, Cole & Masopust Wealth Management Group