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Pennell Wealth Advisors

(on mountain road)
Financial Services in Farmington, CT
Financial Services

Contact Us

Make a call
860-674-0603

Website

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

200 Mountain Road
Farmington, CT
06032

About

At Pennell Wealth, we believe in Holistic financial planning, designed to integrate all aspects of your life. We take the time to learn about your entire financial life and how the pieces fit together and work towards achieving your financial goals. Financial Life goals can include buying a home, saving for your child's education, planning for retirement, or leaving a legacy. We listen and work closely with you to align your actions so that your goals can become a reality.

Photos

Pennell Wealth Advisors Photo

Latest

BROADRIDGEADVISOR.COM The SECURE Act and Your Retirement Savings
Thanks to everyone for attending our Wolfpack event yesterday. It was great to spend time with all of you.
BROADRIDGEADVISOR.COM College Cost Data for 2019-2020 School Year
FYI: Our phones our currently out of service due to the Comcast outage. Please send us an email if you need to reach us and we will get back to you as soon as we can.
BROADRIDGEADVISOR.COM IRA and Retirement Plan Limits for 2020
BROADRIDGEADVISOR.COM New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)
We are sponsoring a webinar hosted by Collegiate Funding Solutions. We hope that you can join us for this valuable informational seminar. Please feel free to forward this to any friends and family that would find this information helpful. Sending Your Child to College for Pennies on the Dollar Date: Tuesday, October 27th Time: 7:00 PM. Register for the webinar through this link: https://www.collegiatefundingsolutions.com/EducationalWebinarParents.php?id=31 Also, please let us know if you plan to attend by responding to this post! Roger Lorelle and Collegiate Funding Solutions are not affiliated with or endorsed by LPL Financial or Pennell Wealth Advisors, LLC. Educational Webinar for Parents of College-Bound Children
BROADRIDGEADVISOR.COM Saving for Retirement
BROADRIDGEADVISOR.COM Establishing a Budget
BROADRIDGEADVISOR.COM Financial Aid 101
BROADRIDGEADVISOR.COM Saving for College
BROADRIDGEADVISOR.COM Funding a Roth IRA

Information

Company name
Pennell Wealth Advisors
Category
Financial Services

FAQs

  • What is the phone number for Pennell Wealth Advisors in Farmington CT?
    You can reach them at: 860-674-0603. It’s best to call Pennell Wealth Advisors during business hours.
  • What is the address for Pennell Wealth Advisors on mountain road in Farmington?
    Pennell Wealth Advisors is located at this address: 200 Mountain Road Farmington, CT 06032.
  • What are Pennell Wealth Advisors(Farmington, CT) store hours?
    Pennell Wealth Advisors store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.

Nearby

People's United Bank
32 Main Street, Farmington 0.6 miles
Barbara Monahan - RBC Wealth Management Financial Advisor
30 Batterson Park Road, Farmington 1.2 miles
Rick Metcalfe - RBC Wealth Management Financial Advisor
30 Batterson Park Road, Farmington 1.2 miles
Timothy M. Cahill - RBC Wealth Management Financial Advisor
30 Batterson Park Road, Farmington 1.2 miles
Donald Hoffman - RBC Wealth Management Financial Advisor
30 Batterson Park Road, Farmington 1.2 miles
Nigel De'Ath - RBC Wealth Management Branch Director
30 Batterson Park Road, Farmington 1.2 miles