Aspetuck Financial Management

Daniel Financial Management Group, LLC provides independent advice from independent advisors. Helping a variety of clientele, such as dual income families, seniors, professionals and businesses, establish and achieve their financial goals is our No. 1 priority. We specialize in total financial planning including: tax planning, estate planning, wealth management, retirement strategies, insurance and risk management, qualified retirement plans, business strategies, financial & investment strategies, annuity products as well as company benefits and debt/mortgage planning. Our qualifications include: Certified Financial Planner™, Chartered Retirement Planning Counselor, Certified Senior Advisor, Registered Investment Advisor, Chartered Property Casualty Underwriter, Registered Health Underwriter™, Certified Public Accountant, MBA.

Prescott Holdings LLC is a globally-focused investment and financial services group engaged in property investment, asset management, and investment banking activities across the U.S. and internationally. Founded in 1987, the firm operates through its primary entities, Prescott Investment Management LLC and Prescott Capital LLC, targeting a diverse range of commercial property assets. As a principal in investment management, Prescott Investment Management develops strategies to enhance the value of its assets, while Prescott Capital serves as the investment banking division, offering strategic consulting and securing capital for real estate investments. The company maintains a broad investor base that encompasses both institutional and private interests across the globe. Generated from the website

Ivory Wealth Management Inc is a financial services firm based in Essex, CT, specializing in personalized wealth management solutions for individuals and businesses. The company offers a range of services including investment planning, retirement planning, and estate planning to help clients achieve their financial goals. With a team of experienced financial advisors, Ivory Wealth Management Inc focuses on building long-term relationships with clients to provide tailored financial strategies and guidance. The firm aims to help clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Generated from their business information