Kimberly Lockwood
Senior Client Service Specialist at Connecticut Wealth Management - Farmington, CT, US
Kimberly Lockwood's Colleagues at Connecticut Wealth Management
Kimberly Lockwood's Contact Details
860-470-0290
Farmington, Connecticut, United States
Connecticut Wealth Management
Kimberly Lockwood's Company Details
Connecticut Wealth Management
Farmington, CT, US • 100 - 249 EmployeesInvestment Bank/Securities Brokerage
Connecticut Wealth Management is a unique financial planning and investment advisory firm, catering to individuals, families, business owners and executives. Our financial advisors excel in developing customized financial plans that serve as the framework for our clients, providing a touchstone in times of uncertainty. This plan is built around protecting and developing what you value most.Our independent and objective business model aligns our thinking with that of our clients. As a result, our financial advisors offer personalized strategies designed so each client can identify, plan, and work toward their unique financial goals. Along the way, clients can expect to pursue the satisfaction that comes with transparent monitoring of all of their accounts. All of this with the back drop of an independent, objective, seasoned team of advisors. Welcome to what financial planning should be.For a list of states in which we are registered to do business, please visit www.ctwealthmgmt.com.