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Stifel | Metcalf, Cole, & Masopust Wealth Management Group
465 Heritage Road
Suite 2

Southbury, CT 06488

(203) 5864505

Description

We understand that your goals are a combination of financial needs and desired quality of life outcomes. Financial objectives may include: projected dollar amount required to fund education, retirement, or other goals, purchasing a primary residence or vacation home, charitable giving, and establishing an emergency fund. Desired quality of life outcomes may include: feeling confident that your wealth will provide for your lifestyle, caring for loved ones, ability to pursue existing interests and new experiences, connecting to community, building a legacy, and feeling prepared for the unexpected. Many of our clients are not only interested in identifying their goals, but also the best way to get there.

Business Hour

MONDAY

8 AM - 5 PM

TUESDAY

8 AM - 5 PM

WEDNESDAY

8 AM - 5 PM

THURSDAY

8 AM - 5 PM

FRIDAY

8 AM - 5 PM

SATURDAY

Closed

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