Wooster Corthell Wealth Management, Inc.

"We've been working with WC for our financial planning since 2019. Fantastic company and we feel our portfolio is much more diversified and doing better overall than when we were previously with Fidelity. They have great communication and keep us on track to ensure our retirement, personal financial, and college saving goals are on track. They are always willing to meet and answer any major purchase advice or changes to our regular purchases. Everyone has always been pleasant to work with. Looking forward to a successful future!"

"Prior to joining the firm, both my parents have been clients with Al Wooster for over 20-30 years. As a kid, Al used to come over the house and review their annual porfolio with them. I was encouraged to pull up a seat at the table and ask questions. In addition to learning about dollar cost averaging and compounding interest, Al trusted me to park his infinity in our driveway. It was like... "welcome to adulthood kid." I have now been working with Matt Corthell for almost 10 years now. He has always given me a plethora of financial information when I email with questions. His financial analytic reports are extremely comprehensive as well. I recently introduced my wife to the Wooster Corthell firm as well. We hope to continue a long lasting relationship with the firm. I encourage all to work with Matt and the firm! You will not be disappointed."

"We have been working with Wooster/Corthell since the beginning approximately 25 years ago. Our investments have grown and outpaced the market under their excellent management, expert guidance and care. They worked closely with us preparing for retirement. The entire team is wonderful, always knowledgeable, friendly, and helpful. Their professionalism is amazing, and we also feel like part of the family. We highly recommend Wooster/Corthell."

"I have had the pleasure of using Worcester Corthell Wealth Management for over 10 years. Their employees always give you superior customer service that makes you feel more than the sum of your portfolio. As a fiduciary company, I am confident that my advisor has my best interests in mind when determining my investment strategy. As a result my portfolio has achieved better results than at others firms I have been associated with. I would highly recommend this company to anyone, whether you are at the beginning of your investment experience or retirement is in the near future."

"We have been using Wooster Corthell since 2006. They are excellent. They keep us up to date on how our investments are doing. Very responsive to any questions that we have. Their portfolio reviews are very thorough. Most importantly our investments have done very well. I highly recommend them."