At Saugatuck Financial we are driven by our mission: to help clients live lives free of financial stress. We partner with each client to create and implement a financial plan that integrates risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning –– all under one roof.
We take an individualized approach with each client and a comprehensive approach to financial planning.
We encourage our clients to be active participants in choosing the strategies that are best for themselves and their families. By thoroughly educating our clients, we bring focus, efficiency and confidence to financial planning that, in turn, gives our clients true peace of mind.
We believe in doing things the right way, the first time.
Our clients can expect to work with a team that consistently provides world class strategies tailored for them and a platinum level of client service.
Working together, we will develop a deep understanding of your financial situation, goals, and objectives. By knowing each of our clients personally, we help them prepare for the future using targeted and thoughtful strategies that resonate with their unique values, motivations, and sensitivities. Our team looks forward to working with you and your family and is committed to earning your trust and confidence.
Company Details
- Employees
- 15
- Founded
- -
- Address
- 274 Riverside Ave, Westport,connecticut 06880,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- saugatuck-financial.com
- Keywords
- Financial Planning, Tax Strategies, Retirement Planning, Risk Management, Wealth Management, Education Planning, Strategic Gifting, Legacy Planning, Estate Planning.
- HQ
- Westport, Connecticut
Saugatuck Financial Questions
Saugatuck Financial's website is saugatuck-financial.com
Saugatuck Financial's LinkedIn profile is https://www.linkedin.com/company/saugatuckfinancial
Saugatuck Financial has
15 employees.
View email and phone details for 15
employees at Saugatuck Financial.
Saugatuck Financial's industry is
Financial Services
Saugatuck Financial's top competitors are
Gallopnyc,
Aksia,
Commonwealth Planning Group,
Claire Myers Consulting,
Netherby Advisors Llc,
Phoenix Financial Services,
Blackstone,
Beaconstreet Advisors,
Morgan Stanley,
Ypo.
Saugatuck Financial's categories are Financial Services
Saugatuck Financial's founding year is 2009
