Address: 612 Wheelers Farm Rd, Milford, CT 06461, USA
Phone: +12036938525
Sunday: Closed
Monday: 8:30AM–4:30PM
Tuesday: 8:30AM–4:30PM
Wednesday: 8:30AM–4:30PM
Thursday: 8:30AM–4:30PM
Friday: 8:30AM–4:30PM
Saturday: Closed
Beth McDuffie
Highly recommend TrinityPoint Wealth. We have worked with Mike Smiley for over 20 years. We trust him completely and would recommend him to anyone. He has advised us when we were just starting our company - and over the years has guided us in all aspects of our financial wealth. Can't say enough good things about him.
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Hi Emma, TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT and Charlotte, NC. Our dedicated financial advisors have decades of experience serving individuals and families, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits. Please call us for more information at 203-693-8525.
Hello Chavo, Please contact us directly by phone to discuss. 203-693-8512. Thank you.
Yes. We offer a private consultation (in person or virtually) – at absolutely no obligation to you. We’ll begin with a brief phone conversation to understand your current situation and objectives and discuss what items we will need you to bring to our first meeting.
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