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      Stifel | Metcalf, Cole & Masopust Wealth Management Group

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      Investment Management, Financial Planners, Financial Services

      465 Heritage Rd Ste 2, Southbury, CT 06488

      203-586-4505

      CLOSED NOW: 
      Today: 8:00 am - 5:00 pm
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      General Info
      We understand that your goals are a combination of financial needs and desired quality of life outcomes. Financial objectives may include: projected dollar amount required to fund education, retirement, or other goals, purchasing a primary residence or vacation home, charitable giving, and establishing an emergency fund. Desired quality of life outcomes may include: feeling confident that your wealth will provide for your lifestyle, caring for loved ones, ability to pursue existing interests and new experiences, connecting to community, building a legacy, and feeling prepared for the unexpected. Many of our clients are not only interested in identifying their goals, but also the best way to get there.
      Extra Phones

      Fax: 203-586-4506

      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Investment Management, Financial Planners, Financial Services, Investments
      Services/Products
      401k Information Educational planning (529's/UGMA/UTMA) Employee Benefit Plans Long-Term Care Insurance Profit Sharing Plan
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