Kingston Wealth Management Group - South Windsor, Connecticut

Kingston Wealth Management Group: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and security, Kingston Wealth Management Group stands out as a reliable and client-focused firm. Located at 152 Deming St, South Windsor, CT 06074, United States, Kingston Wealth Management Group offers a suite of services designed to address a wide range of financial needs. With a dedicated team and a commitment to personalized solutions, they’ve garnered a consistently high level of satisfaction amongst their clientele. The firm’s phone number is 8604329043, and their website, kingstonwm.com, provides detailed information about their offerings and team.

Specialties encompass a robust combination of expertise. Primarily, Kingston Wealth Management Group functions as a skilled financial advisor, guiding clients through complex financial decisions and helping them achieve their long-term goals. Furthermore, they operate as an established Insurance agency, providing tailored insurance solutions to protect assets and mitigate risks. Their Investment service offerings include portfolio management, retirement planning, and other investment strategies designed to maximize returns while minimizing risk. Finally, they provide professional Tax preparation services, ensuring clients remain compliant with all applicable tax regulations.

Key Features and Accessibility

• Location: 152 Deming St, South Windsor, CT 06074
• Contact: 8604329043
• Website: kingstonwm.com
• Accessibility: Kingston Wealth Management Group is dedicated to ensuring accessibility for all clients. They offer an on-site accessible parking lot, a wheelchair-accessible entrance, designated wheelchair-accessible seating, and a fully accessible toilet.

Client Feedback and Reputation

The company boasts an impressive 37 reviews on Google My Business, consistently receiving an average rating of 5/5. This overwhelmingly positive feedback highlights the firm’s commitment to client satisfaction and demonstrates a strong reputation for professionalism, integrity, and responsiveness. Clients frequently praise the team’s proactive approach, their ability to explain complex financial concepts clearly, and their dedication to building long-term relationships. The team seems to prioritize understanding each client's unique circumstances and crafting solutions that align perfectly with their individual objectives. Many reviewers specifically mention the personalized attention they receive and the sense of trust they’ve developed with the advisors.

What Sets Kingston Wealth Management Group Apart

• Personalized Service: Unlike larger, more impersonal firms, Kingston Wealth Management Group prides itself on delivering a highly individualized approach to financial planning. Each client receives dedicated attention from a team member who takes the time to understand their specific needs and goals.
• Comprehensive Solutions: The ability to offer a full spectrum of services – from financial advising and insurance to investment management and tax preparation – streamlines the financial planning process and provides clients with a one-stop shop for all their needs.
• Experienced Team: The professionals at Kingston Wealth Management Group possess a wealth of experience and expertise in the financial industry. They stay abreast of the latest market trends and regulatory changes, ensuring that clients receive the most informed and up-to-date advice.
• Commitment to Client Success: The firm's overarching mission is to help clients achieve their financial aspirations. They are deeply invested in the success of their clients and work tirelessly to provide them with the tools and resources they need to thrive.
  

  Detailed Services Offered

  Kingston Wealth Management Group’s service offerings extend beyond the core specialties mentioned earlier. Here’s a more detailed breakdown:

  Service	Description
  Financial Planning	Development of comprehensive financial plans encompassing retirement planning, estate planning, education funding, and goal setting.
  Investment Management	Creation and management of diversified investment portfolios tailored to individual risk tolerance and financial goals. Includes asset allocation, security selection, and ongoing portfolio monitoring.
  Retirement Planning	Strategies for accumulating and distributing retirement savings, including 401(k)s, IRAs, and other retirement accounts.
  Estate Planning	Guidance on wills, trusts, and other estate planning documents to ensure assets are distributed according to client wishes.
  Insurance Services	Provision of life insurance, disability insurance, long-term care insurance, and other insurance products to protect against financial risks.
  Tax Preparation	Preparation and filing of federal and state tax returns, as well as tax planning strategies to minimize tax liabilities.

  Conclusion

  Kingston Wealth Management Group presents a compelling option for individuals and families seeking a trustworthy and knowledgeable partner in their financial journey. Their commitment to client-centric service, coupled with their comprehensive suite of offerings and accessible facilities, positions them as a valuable resource for navigating the complexities of wealth management. The consistently high ratings and positive client feedback further reinforce their reputation for excellence. For those residing in South Windsor, Connecticut, and beyond, Kingston Wealth Management Group offers a secure and supportive environment to achieve their financial goals. Visiting their website or contacting them directly is highly recommended for anyone seeking professional financial guidance.

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