Our Services

Norwich Financial believes that every client is, first and foremost, an individual with individual ideas and goals. Because of this belief, we know it is more than just making money - we want to know why you are investing.

To that end, Norwich Financial will work with you to implement a financial program that takes into consideration your goals, needs, challenges and comfort zone. Your money can not serve you effectively if we advocate a course of action that you are uncomfortable with or that you do not fully understand. By actively participating in the planning process, you retain control each step of the way.

After we have assessed your needs and goals, we will suggest a mix of investment products that we feel best serve you. Because we are an independent financial firm, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms.

Because there are many financial concerns to be faced both economically and personally we recommend and encourage meeting in person and on a regular basis so that our course of action always reflects your current circumstances and goals.

Your team at Norwich Financial will continue to monitor your investments' performance and consult with you on a regular basis to keep you informed and up-to-date.


Services
Asset management
Financial Planning
Advisory services
Retirement planning
      Estate planning
Insurance planning
Education funding


Products
Stocks
Bonds—CDs, government, corporate and municipal
Mutual Funds—open- and closed-end funds, ETFs
Life, disability and long-term care insurance
      SEP - and SIMPLE IRAs
IRAs - traditional, Roth, and rollover IRAs
Annuities - fixed and variable


 

Chester Office 4 Water Street, Chester, CT 06412
Telephone (860) 526-2021
Norwich Office 11 Wawecus Street, Norwich, CT 06360
Telephone (860) 887-8811

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This communication strictly intended for individuals residing in the states of AZ,CA,CT,FL,MA,MD,ME,NH,NV,NY,OH,RI,SC,TX,VA,VT,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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