Gottfried & Somberg Wealth Management
Financial Services
Glastonbury, Connecticut, United States
26 employees
- Employees
- 26
- Contacts
- 2
- Emails
- 2
Gottfried & Somberg Wealth Management Overview
- Headquarters
- Glastonbury, Connecticut, United States
- Website
- www.gottfriedsomberg.com
- Industry
- Financial Services
- Employees
- 26
- Founded
- 1999
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Gottfried & Somberg Wealth Management
Gottfried and Somberg Wealth Management has been helping clients pursue their financial dreams and visions. We provide comprehensive financial planning and wealth management services, exclusively servicing families with more than $1m in investable assets. Our team of experienced and qualified advisors works closely with each client to understand their unique financial goals and objectives. We then develop customized strategies to help them preserve and grow their wealth so they can live the life they want to live. We believe that everyone deserves to have the financial freedom to pursue their dreams. We're committed to providing our clients with the best possible advice and guidance. We're here to help you preserve and grow wealth, work towards your financial goals, and live your best life today and tomorrow. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA's Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Gottfried & Somberg Wealth Management Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
Gottfried & Somberg Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jim Newman, Cfa, Cfp® | Wealth Manager, Gottfried & Somberg |
View
|
|
| Nicholas Hogrefe, Cfa | Cfa®, Cfp®senior Investment Analyst | Glastonbury, Connecticut, United States |
Email
|
| Celia Peterson | Chief Operating Officer & Chief | Greater Hartford, United States |
Email
|
Employees by Management Level
Executive
1 profile
Manager
1 profile
Senior / Lead
1 profile
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