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Wooster Square Advisors is the culmination of over 150 years of financial guidance and experience. Our namesake pays homage to the picturesque downtown neighborhood that lies just a stone’s throw from our downtown New Haven offices. The rich heritage of hard work, which built this community, lives on in the work that we do for our clients. We provide professional advice, sophisticated execution, and high-end service for clients who work hard and are focused on enjoying their successes. Our advisors have extensive experience in the financial sector and financial services industry. We’re not surprised by much, and we apply our time-tested strategies to highly personalized plans, helping you effectively navigate the market with poise and confidence.
Wooster Square creates tailored financial solutions for affluent families and individuals. Our highly personalized strategies include fee-based financial planning, wealth management, estate planning, tax planning, charitable gifts planning, and more. We also design polished, customized solutions for business owners—from retirement plan consultations to buy/sell agreements, executive benefits plans and more. Grow your business while focusing on the things you enjoy most in life.
We are immensely proud of our community and actively contribute our efforts to enrich the lives of the people who live, work and, study here. A long-time community supporter and advocate of higher education, Wooster Square Founding Partner Brett Amendola currently sits on the board of trustees for Quinnipiac University and chairs their endowment committee. We value our community and consistently look for ways to invest in its longevity and well-being.
Connect with us: www.woostersquareadvisors.com
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. 470 James Street, New Haven, CT 06513
Company Details
- Employees
- 13
- Founded
- -
- Address
- 470 James St, New Haven,connecticut 06513,united States
- Industry
- Financial Services
- Keywords
- Wealth Management, Financial Planning, Investment Management, Financial Management, Estate Planning, Tax Planning, Charitable Gift Planning, Retirement Plan Consultations, Executive Benefit Plans, Employee Benefits, Retirement Planning, Retirement Plans.
- HQ
- New Haven, Connecticut
Wooster Square Advisors Llc Questions
Wooster Square Advisors LLC's website is https://www.woostersquareadvisors.com
Wooster Square Advisors LLC's LinkedIn profile is https://www.linkedin.com/company/wooster-square-advisors
Wooster Square Advisors LLC has
13 employees.
View email and phone details for 13
employees at Wooster Square Advisors LLC.
Wooster Square Advisors LLC's industry is
Financial Services
Wooster Square Advisors LLC's top competitors are
Summit Financial,
Greater New Haven Chamber Of Commerce,
Strategies For Wealth,
Quinnipiac Chamber Of Commerce,
J.p. Morgan Asset Management,
National Financial Network,
Cetera Financial Group,
Wooster Square Partners, Llc,
Kamelot Productions,
Ct Waverunners.
Wooster Square Advisors LLC's categories are Financial Services
Wooster Square Advisors LLC's founding year is 2023
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Tennis Dad, Family Man, And Financial Advisor | I Work With Business Owners, Surgeons, Working Professionals, And Retirees
Greater Hartford, United States, United States3kyroswealth.com, gmail.com, cicwealth.com -
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Raymond Bovich, CFA
Wealth Manager For Small Business Owners, Self-Employed Professionals, Purpose Driven Businesses And Families With Multi-Generational Wealth.
New York City Metropolitan Area, United States2aegiswealthpartners.com, snet.net6 +186022XXXXX
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Marcus De Vito, JD MBA LL.M
Partner | Wealth Manager
New Haven, Connecticut, United States, United States
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