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Ascent Wealth Partners, LLC is a investment management firm based in New Hartford, United States. Ascent Wealth Partners, LLC provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Bradley Foster & Sargent, Inc. is a investment management firm based in Hartford, United States. Bradley Foster & Sargent, Inc. provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
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Citizens Bank is a commercial bank firm based in Hartford, United States. Citizens Bank provides multi-family office Bank Account services for high-net-worth families, foundations and endowments, and institutions.
Commonwealth Community Bank is proud to be locally owned and operated since 1928. FDIC Insured. Equal Housing Lender.
Conning is a investment management firm based in Hartford, United States. Conning provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Farmington Capital Partners ("FCP") is a merchant banking and advisory firm that works with innovative and emerging growth middle market companies in the insurance and financial services industries. The collective experience base allows FCP to advise management teams and entrepreneurs in sectors that include managing general agents, managing general underwriters, wholesalers, retail agents, SaaS risk management service providers, specialty underwriters, outsourced service providers, claims management, and life and health benefit specialists. Farmington Partners provides the following services to Investors: Provide deal referrals on individual basis or as part of an industry-wide survey Provide due diligence services on specified deals including site visits, financial analysis, valuation work, industry research, peer group comparisons and reference checks on management teams and customers Represent buyer in deal negotiation Assist in bringing in co-investors and debt providers Assist in portfolio management post investment through Board or Observer roles Provide continual operational oversight, including both GAAP and statutory Evaluate strategic exit alternatives including sale or merger of company Farmington Partners provides the following services to Entrepreneurs: Create business plans, financial models and other due diligence materials Evaluate capital requirements and secure required capital Evaluate strategic exit alternatives including sale or merger of company Conduct business development including introductions to strategic carrier and channel distribution partners
Fierston Financial Group is a investment management firm based in West Hartford, United States. Fierston Financial Group provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
GYL Financial Synergies is a investment management firm based in West Hartford, United States. GYL Financial Synergies provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Hartford Investment Management Company is a investment management firm based in Hartford, United States. Hartford Investment Management Company provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
HFM Wealth Management is a investment management firm based in Hartford, United States. HFM Wealth Management provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.