Stifel | Metcalf, Cole & Masopust Wealth Management Group
![Stifel | Metcalf, Cole & Masopust Wealth Management Group](/show_image.php?zc=2&w=250&src=https://a.mktgcdn.com/p/KkxcTWnPB5W36t99HMJ98B8P1IaDq2uWqnXNaY9fvMo/288x360.jpg)
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465 Heritage Road
, Suite 2
Southbury, CT 06488 - (203) 586-4505
- Website
Hours
Chamber Rating
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
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
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Stifel | Metcalf, Cole & Masopust Wealth Management Group
Overall Rating
Overall Rating
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