Connecticut Capital Management Group, LLC - Milford, Connecticut

Connecticut Capital Management Group, LLC: A Comprehensive Overview

For individuals and families seeking expert financial consulting and comprehensive financial planning services, Connecticut Capital Management Group, LLC presents a noteworthy option. Located at 2 Schooner Ln unit 1-12, Milford, CT 06460, United States, this firm offers a dedicated approach to managing and optimizing financial well-being. With a phone number of 2038771520 and a website at connecticutcapital.com, potential clients can easily access information and schedule consultations.

About Connecticut Capital Management Group, LLC

Connecticut Capital Management Group, LLC specializes in providing tailored financial solutions to meet diverse client needs. They operate as both a financial consultant and a financial planner, offering a broad spectrum of services designed to build a secure financial future. The firm’s core philosophy centers around personalized strategies, emphasizing long-term goals and a deep understanding of each client’s unique circumstances. They strive to build strong, trusting relationships with their clients, acting as a reliable partner throughout their financial journey.

Key Services Offered

• Financial Planning: This encompasses a wide range of services, including retirement planning, investment management, estate planning, education funding, and insurance analysis. They work diligently to create a roadmap for achieving financial objectives.
• Financial Consulting: Providing expert advice on various financial matters, such as tax planning, debt management, and investment strategies.
• Investment Management: Offering portfolio construction and management services, tailored to individual risk tolerance and investment goals.
• Retirement Planning: Developing strategies to help clients achieve a comfortable and secure retirement.
• Estate Planning: Assisting clients in planning for the transfer of assets to their heirs, minimizing estate taxes, and ensuring their wishes are carried out.

Location and Accessibility

The firm’s physical location at 2 Schooner Ln unit 1-12, Milford, CT 06460, provides a convenient point of contact for clients in the surrounding area. Connecticut Capital Management Group, LLC is committed to ensuring accessibility for all clients. Notable accessibility features include:

• On-site services: Offering a dedicated space for client meetings and consultations.
• Online appointments: Providing the flexibility of remote consultations for clients who prefer virtual meetings.
• Language assistance: Supporting clients who require assistance with communication in languages other than English.
• Wheelchair-accessible car park: Ensuring convenient parking for clients with mobility challenges.
• Wheelchair-accessible entrance: Providing a seamless entry experience for wheelchair users.
• Wheelchair-accessible toilet: Offering accessible restroom facilities.
• Gender-neutral toilets: Catering to diverse needs and preferences.
• Toilet: Standard restroom facilities available.
• Appointment required: Clients are required to schedule appointments in advance.
• Appointments recommended: Advised to book appointments for optimal service.
• Free parking lot: Providing complimentary parking for clients.
• On-site parking: Offering convenient parking options.

Client Feedback and Reputation

Currently, Connecticut Capital Management Group, LLC has 0 reviews on Google My Business, indicating a limited amount of publicly available feedback at this time. The average opinion is 0/5, suggesting a lack of recent reviews. However, this does not necessarily reflect the quality of the services provided, and further investigation or direct contact with the firm is recommended to obtain a more comprehensive understanding of client experiences. It’s worth noting that a lack of reviews can sometimes be due to a newly established business or a deliberate focus on building a strong reputation through word-of-mouth referrals.

Contact Information and Resources

To learn more about Connecticut Capital Management Group, LLC and their services, we encourage potential clients to visit their website at connecticutcapital.com. You can also reach them directly by phone at 2038771520. Their address is 2 Schooner Ln unit 1-12, Milford, CT 06460. We recommend contacting them to schedule a consultation and discuss your specific financial needs.

Key Takeaways: Connecticut Capital Management Group, LLC provides comprehensive financial consulting and planning services with a commitment to accessibility and personalized attention. While recent reviews are limited, the firm’s focus on client relationships and service offerings merits further consideration for individuals seeking professional financial guidance.