Our Services

Choosing the right financial advisor has never been easier. In the past, people spent days and even months finding reliable services to meet their goals. But not now—because we offer a comprehensive range of financial services designed to meet your unique needs. From detailed financial planning and expert investment management to strategic retirement planning and insightful tax advice, our experienced team is dedicated to helping you.

Trusted Financial Advisor in Hartford CT Independent Wealth

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It’s time to invest in your financial health and achieve the goals you’ve set. Let’s get started

Financial Planning

A solid financial plan is essential for meeting your goals on time, and that’s where Independent comes in. We work closely with you to craft a plan that aligns with your investments and aspirations. Our team will handle everything from taxes and investments to overall financial planning, making sure you stay on track to achieve your goals. 

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Tax Advice

Our tax advice services simplify the complexities of tax planning for you. We offer customized strategies to reduce your tax liabilities and boost your financial growth. Let’s work together to make smart, informed decisions for a brighter future.

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Wealth Management

Growing and protecting your assets is our top priority, and we do it with a personalized approach. We tailor strategies to match your unique financial goals, whether you’re building wealth, planning for retirement, or managing your legacy. With a disciplined approach, we actively manage your investments and keep up with market trends to ensure your success.

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Retirement Planning

Securing a comfortable and fulfilling retirement is within reach. From evaluating your current savings to planning for future needs, we offer expert guidance at every step. Our disciplined approach makes sure your retirement strategy is practical and flexible, helping you stay on track for a secure and enjoyable future.

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