Properties (78)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
| gptkbp:foundedIn |
2000
|
| gptkbp:has |
gptkb:Certified_Financial_Planners
Financial Advisors Financial Analysts Retirement Plans Strategic Partnerships Investment Portfolios Client Portfolios Client Testimonials Investment Advisors Client Relationship Managers Client Feedback Mechanisms Client Education Resources Client Retention Strategies Online Financial Tools Client_Support_Services Financial_Planning_Software Financial_Planning_Tools Investment_Strategies Investment_Research_Team Financial_Workshops Financial_Planning_Certifications |
| gptkbp:headquarteredIn |
gptkb:Connecticut
|
| https://www.w3.org/2000/01/rdf-schema#label |
CT Financial Services
|
| gptkbp:is_a_member_of |
gptkb:Financial_Planning_Association
gptkb:National_Association_of_Personal_Financial_Advisors |
| gptkbp:is_governed_by |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:is_involved_in |
Community Outreach Programs
Sustainable Investing Economic Development Programs Financial Advocacy Philanthropic_Initiatives Local_Business_Support_Initiatives |
| gptkbp:is_known_for |
Tax Efficiency Strategies
Transparent Fee Structures Holistic_Financial_Planning Personalized_Financial_Solutions |
| gptkbp:is_recognized_for |
Industry Awards
Client Satisfaction Innovative_Financial_Solutions |
| gptkbp:offers |
Estate Planning
Investment Education Market Research Retirement Planning Tax Planning Business Succession Planning Financial Literacy Programs Charitable Giving Strategies Financial Goal Setting Investment Policy Statements Financial Planning Seminars Financial Health Assessments Financial_Risk_Management_Services Insurance_Services Portfolio_Management_Services Wealth_Transfer_Strategies Financial_Coaching_Services |
| gptkbp:partnerships |
Financial_Technology_Solutions
|
| gptkbp:provides |
Financial Planning
Investment Management Retirement Accounts Cash Flow Analysis Insurance Analysis Financial Risk Assessment Financial Market Analysis Investment Performance Reporting Retirement Income Planning Investment Risk Assessment Investment Diversification Strategies Comprehensive Financial Reviews Investment_Advisory_Services Risk_Management_Services Wealth_Management Debt_Management_Services Financial_Compliance_Services |
| gptkbp:serves |
Businesses
Individuals |