Benchmark Wealth Management 83 Halls Road, Old Lyme, CT 06371
About the Business
Benchmark Wealth Management is a leading financial institution located at 83 Halls Road in Old Lyme, Connecticut, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. With a focus on providing exceptional service and building long-lasting relationships, Benchmark Wealth Management is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.
Photos
Location & Phone number
83 Halls Rd #201, Old Lyme, CT 06371, United States
Hours open
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I began planning our retirement more than 25 years ago. After a disastrous experience with a financial advisor that did not care about us and was not very professional, we were fortunate enough to have Tom Britt recommended to us. From the very beginning, his extensive knowledge of the market, conditions and trends has benefited us not only financially but from a personal security standpoint as well. We feel our investments are safe with Tom’s guidance … our decisions, but his experience and expertise. He is thorough with his explanations and patient with all of our many, many questions. His advice on risk tolerance has been spot on. We have the utmost confidence in Tom and his knowledge and on top of that, he is a really nice individual. He believes in treating his clients the way he would like to be treated and that may be old fashioned but very refreshing. Tom has made our retirement possible with no concerns about our retirement income or future. His professionalism and genuine concern for us has provided my husband and I with a sense of well being that is immeasurable."
"Rick Stout is a great advisor and money manager. We have followed his plan, and all looks well for our retirement!"
List of local businesses, places and services in Connecticut
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos