Megan Cooney

Content Marketing Specialist at Connecticut Wealth Management - Farmington, CT, US

Megan Cooney's Colleagues at Connecticut Wealth Management
Megan CFP

Managing Advisor & Director of Investment Committee

Contact Megan CFP

Melissa Frechette

Client Service Specialist & Manager of Compliance

Contact Melissa Frechette

Kailee Donovan

associate financial advisor

Contact Kailee Donovan

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Megan Cooney's Contact Details
HQ
860-470-0290
Location
Springfield, Massachusetts Metropolitan Area
Company
Connecticut Wealth Management
Megan Cooney's Company Details
Connecticut Wealth Management logo, Connecticut Wealth Management contact details

Connecticut Wealth Management

Farmington, CT, US • 100 - 249 Employees
Investment 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.

Financial Planning Asset Management Executive Benefits Charitable Gift Planning Business Succession Planning Insurance Planning B2B Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Connecticut Wealth Management
Frequently Asked Questions about Megan Cooney
Megan Cooney currently works for Connecticut Wealth Management.
Megan Cooney's role at Connecticut Wealth Management is Content Marketing Specialist.
Megan Cooney's email address is ***@ctwealthmgmt.com. To view Megan Cooney's full email address, please signup to ConnectPlex.
Megan Cooney works in the Investment Bank/Securities Brokerage industry.
Megan Cooney's colleagues at Connecticut Wealth Management are Sam DeBono, Megan CFP, Steve McLoughlin, Melissa Frechette, Kailee Donovan, Miriam Askarinam, Patrick Sullivan and others.
Megan Cooney's phone number is 860-470-0290
See more information about Megan Cooney