Mullaney, Keating, & Wright

Mullaney,

A knowledgeable and experienced team of investment experts, known for integrity and genuine interest in the well-being of clients.

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Description

We are a knowledgeable and experienced team of investment experts, known for our integrity and genuine interest in the well-being of our clients. We are true advisers, guiding our clients in the direction of solutions that they need, rather than acting as conduits to purchase investment products that they might think they want.

Services

  • Current financial status -- assets, liabilities, cash flow
  • Retirement
  • Special situations -- disabled children, dependent adults, education, closely held business sale
  • Risk management -- insurance needs versus existing coverage in the area of life, disability, health, auto, homeowners, long-term care, and personal and professional liability
  • Investments -- asset allocation, diversification, risk reduction
  • Income taxes
  • Estate planning -- potential tax liability, required documents

Contact Info

Contact: Fran Carpentier

Street: 29 South Main Street Suite 212

City: West Hartford

State: CT

Zip: 06107

Phone: 860-521-990 ext 13

Website: Mullaney, Keating, & Wright

Categories

Business Expertise Industry Expertise Support Network