Wealthshape, LLC,
360 Bloomfield Avenue, Windsor, CT 06095
About Us
Wealthshape, LLC is a finance institution located at 360 Bloomfield Avenue in Windsor, Connecticut, United States. At Wealthshape, LLC, we specialize in helping individuals and businesses shape their wealth through personalized financial planning and investment strategies. Our team of experienced professionals is dedicated to providing top-notch financial services tailored to meet our clients' unique needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wealthshape, LLC is here to help you achieve financial success. Contact us today to schedule a consultation and start shaping your wealth for a secure future.
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Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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Contact Us
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Reviews
"Tim is a very down to earth guy who is willing to discuss any financial worry or question you may have. Been with him for some years now & he's one of the most humblest guys I've met. I've done my research on what makes good advisors (NAFPA,CFP, fee-only, etc.). He's a ONE man army(at the time of writing this) and not a huge corporate out to fill the pockets of upper management. Huge props to Tim and his assistants. If you decide to give Tim a shot, let him know you saw this review! I understand it sounds fishy to review financial advisors, but there's so many corrupt ones out there nowadays, I had to say something about the few doing honest work."
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