Miguel Carneiro

Analyst at Connecticut Wealth Management - Farmington, CT, US

Miguel Carneiro's Contact Details
HQ
860-470-0290
Location
Bethel,Connecticut,United States
Company
Connecticut Wealth Management
Miguel Carneiro'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 Miguel Carneiro
Miguel Carneiro currently works for Connecticut Wealth Management, LLC.
Miguel Carneiro's role at Connecticut Wealth Management, LLC is Analyst.
Miguel Carneiro's email address is ***@ctwealthmgmt.com. To view Miguel Carneiro's full email address, please signup to ConnectPlex.
Miguel Carneiro works in the Investment Management industry.
Miguel Carneiro's colleagues at Connecticut Wealth Management are Patrick Sullivan, Dan Ballou, Daria Marvasti, Megan Trask, Shannon Delorso, Melissa Frechette and others.
Miguel Carneiro's phone number is 860-470-0290
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