NorthCoast Asset Management
One Greenwich Office Park, Greenwich, CT 06831
About the Business
NorthCoast Asset Management is a leading finance institution located in the prestigious Greenwich Office Park in Greenwich, Connecticut, United States. With a focus on providing top-notch investment management services, NorthCoast Asset Management is dedicated to helping clients achieve their financial goals and secure their futures. Our team of experienced professionals offers expert advice and personalized solutions to meet the unique needs of each individual client. Trust NorthCoast Asset Management to guide you towards financial success and peace of mind.
Photos
Location & Phone number
One Greenwich Office Park, Greenwich, CT 06831, United States
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Especially during these tumultuous market/world times of 2020 I couldn't be happier to have my investments actively managed by the team at NorthCoast. Rather than just 'riding it out' I have their expertise to actually grow my investments. Over the past few years, my wife and I have slowly migrated all our investments to them and now have our entire portfolio expertly managed under the NorthCoast umbrella. Our interactions with Patrick Jamin and Will Ostruzka have been amazing and have created an environment of confidence, trust and security. My wife and I feel they (and the rest of the team) have the pedigree, education, and talent to outperform other options for managing our investments. If you are looking to have someone take a fresh look at managing some or all of your portfolio, I give these guys the most hearty endorsement possible!!"
"I had never worked with a financial advisor before. After extensive research and interviews with my community, I came across NorthCoast. The one-on-one time and ongoing advice they provide is phenomenal. I highly recommend the firm."
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Asset Management Firm
- Client Goals
- Estate Planning
- Family Office Solutions
- Financial Independence
- Financial Planning
- Financial Planning Tools
- Financial Security
- Funds Management
- Generational Planning
- Investment Advice
- Investment Consulting
- Investment Research
- Investment Returns
- Investment Solutions
- Investment Strategies
- Investor Education
- Legacy Planning
- Long-Term Investments
- Management Services
- Market Analysis
- Personalized Service
- Portfolio Diversification
- Retirement Income
- Retirement Planning
- Risk Management
- Tax Optimization
- Wealth Accumulation
- Wealth Creation
- Wealth Management Advice
- Wealth Preservation
- Wealth Protection
- Wealth Transfer
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