William F. Matzinger CFP®
Private Wealth Advisor @ Charter Oak Wealth Partners
About
Counsel clients regarding the accumulation and eventual distribution of their wealth
United States
Greater Hartford
Financial Services
Investment Planning, Retirement Planning, Business Succession Planning, Estate Planning
Experience
Private Wealth Advisor
Charter Oak Wealth Partners
628 Hebron Avenue, Suite 110, Glatsonbury CT 06033
Private Wealth Advisor
Osaic
Hartford, Connecticut, United States
Securities offered through Osaic FA, Inc., member FINRA/SIPC. Investment advisory services offered through Sagemark Consulting, a marketing name for Osaic FA, Inc. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Branch office: 350 Church Street, Suite 200, Hartford CT 06103. bill.matzinger@LFG.com CRN-5957746-091823
Financial Advisor
Merrill Lynch
Education
University of Wisconsin-Madison
William F. Matzinger CFP®'s Contact Information
Phone
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