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      Stifel | Spring Wealth Management Group

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      Investment Securities, Financial Planners, Financial Planning Consultants

      38 E Main St, Mystic, CT 06355

      860-440-3373

      OPEN NOW: 
      Today: 8:00 am - 5:00 pm
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      General Info
      We believe in providing our clients with white glove, high-touch service and unbiased investment guidance. As a family team, we understand that your focus may not only be on you, but also on your family and their legacy. That is why we ask a variety of family-oriented questions and listen closely to our clients before we begin our investment process. Our approach is centered on serving the best interests of our clients. We rely heavily on research conducted by the firm and prefer fund managers with long track records and low expenses. We follow a prudent process to gain an understanding of our clients and provide them with a tailored portfolio that aligns with the investment objectives as set forth in their overall plan.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Investment Securities, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Stock & Bond Brokers
      Services/Products
      Educational planning (529's/UGMA/UTMA) Fee-Based Financial Planning Investment Strategies Retirement planning (IRA'S/Pensions/401k's/403b's) Risk Management & Insurance Planning
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