Megan McGregor

Managing Advisor & Director of Investment Committee at Connecticut Wealth Management - Farmington, CT, US

Megan McGregor's Contact Details
HQ
860-470-0290
Location
Farmington, Connecticut, United States
Company
Connecticut Wealth Management
Megan McGregor'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 McGregor
Megan McGregor currently works for Connecticut Wealth Management.
Megan McGregor's role at Connecticut Wealth Management is Managing Advisor & Director of Investment Committee.
Megan McGregor's email address is ***@ctwealthmgmt.com. To view Megan McGregor's full email address, please signup to ConnectPlex.
Megan McGregor works in the Investment Bank/Securities Brokerage industry.
Megan McGregor's colleagues at Connecticut Wealth Management are Kristen Commander, Robin Smith, Beth Devino, Timothy Ressler, Deborah Hopper, Krystal C., Lorraine Halibozek and others.
Megan McGregor's phone number is 860-470-0290
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