Hal D. Guy Email and Phone Number
Securities offered through LPL Financial, member FINRA/SIPC. (For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above). Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Stone Castle Consulting are seperate entities from LPL Financial.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Managing PrincipalStonecastle Consulting Jun 2008 - PresentGlastonbury, CtMy team provides comprehensive financial planning services to successful business owners, executives, and health care professionals throughout the New England region. We look at a person's situation on a cross-disciplinary basis, not just from a legal or accounting perspective, but across the board. This allows us to identify both coordination gaps as well as planning opportunities. After several data, discovery, & design meetings we will present the strategic plan reflecting your objectives that will help you work toward achieving your goals. Every plan is custom designed, and all of our recommendations are in writing.
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Private Wealth AdvisorSagemark Consulting Jul 2001 - May 2008Windsor, CtFee based financial planning practice committed to serving the client "First, Last, & Always". Sagemark follows the 6 step planning process outlined in the CERTIFIED FINANCIAL PLANNER™ curriculum, and was the first national firm to be recognized by the Financial Planning Association for its strict adherence to these principles. Areas of planning include; investments, estate, college funding, business succession, insurance, annuities, long term care, disability, and qualified plan design.
Hal D. Guy Skills
Hal D. Guy Education Details
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Finance
Frequently Asked Questions about Hal D. Guy
What company does Hal D. Guy work for?
Hal D. Guy works for Stonecastle Consulting
What is Hal D. Guy's role at the current company?
Hal D. Guy's current role is Managing Principal at StoneCastle Consulting.
What schools did Hal D. Guy attend?
Hal D. Guy attended The University Of Connecticut.
What skills is Hal D. Guy known for?
Hal D. Guy has skills like Wealth Management, Insurance, Investment Strategies, Estate Planning, Certified Financial Planner, Alternative Investment Strategies, Investment Portfolio Design, Financial Modeling.
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