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Home - United States - Connecticut - Southbury - Stifel | Metcalf, Cole & Masopust Wealth Management Group #117796

Stifel | Metcalf, Cole & Masopust Wealth Management Group

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Business Type	:	Financial Services, Investments, Financial Planners, Investment Management
Address	:	465 Heritage Rd Suite 2, Southbury, CT 06488
Coordinate	:	41.48949,-73.22613
Phone	:	(203) 586-4505
Year	:	2021

Opening Hours :
Mon - Fri : 8:00 am - 5:00 pm
Sat - Sun : Closed
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General Info:

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.

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