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      Details

      Where Knowledge Meets Experience

      General Info

      Since 1984, Walter Pachniuk has provided investment solutions to help meet the financial goals of individuals and organizations nationwide. Today, with hundreds of client relationships and total client assets approaching $100 million, Walter Pachniuk, CFP , and The Advisers Trust, LLC can boast a genuine track record of success. Our practical approach to wealth management aims to simplify your complex financial affairs while helping protect your financial future. In a complicated world, we strive to offer uncomplicated solutions. Walter Pachniuk, CFP , and The Advisers Trust, LLC of Newtown, CT mission is to provide clients the solutions, the insight, the alternatives they'll require to succeed financially, over the long term. We are committed to providing clients with prudent, tax efficient, cost effective investment and wealth management. Our goal is to help our investors to become the best investors they can be, over the long term, with our assistance, support, and knowledge. We are committed to high standards of integrity always seeking to advise in the best interests of our clients.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat

      Contact Info

      Phones:

      Main - 203-270-7700

      MobilePhone - 203-270-7373

      Fax - 203-270-7707

      Address:
      Newtown, CT 06470
      Email:

      Other Email:

      Link:

      http://www.adviserstrust.com

      Reviews

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      Categories
      Estate Planning, Probate, & Living Trusts, Banks, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services
      Services / Products
      Investment Management, Retirement Planning, Wealth Management, Financial Planning, Tax & Estate Planning, Trust Services
      Location
      In the center of Newtown, CT near the flag pole.
      AKA

      Walter Pachniuk

      Other Information

      Parking: Street, Free

      Data provided by one or more of the following: Thryv, Data Axle, Yext.