Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet you financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
Cooperative Funeral Fund, Inc. is a full service preneed and cemetery care fund management company in business exclusively for the death care industry. SEC registered*, Cooperative Funeral Fund (CFF) manages the investment, accounting, compliance, and payout of death care trust accounts.
A financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family’s wealth, lifestyle and dreams for the future.
The financial advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill Lynch, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.
Strive to earn the trust and help achieve the goals of many individuals, families and institutions in Connecticut. With a full suite of services, we look to deliver the resources that can best accomplish each client’s unique goals.
Principle Wealth Partners is an independent registered investment advisory firm in Madison. We provide wealth management and comprehensive financial planning services to individuals, families, and institutions. Our independence empowers us to provide custom-tailored solutions that are in the best interest of our clients.