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2015-12-13T00:00:00.000Z

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Wrong Joshua Gottfried?

Joshua Gottfried B.

Founder and Principal

Somberg Wealth Management LLC

Direct Phone: (860) ***-**** ext. ***       

Email: j***@***.com

Somberg Wealth Management LLC

340 Hebron Avenue

Glastonbury, Connecticut 06033

United States

Company Description

Gottfried & Somberg provides access to fee-based financial advice and planning for our clients throughout their retirement. ogether with our clients, we develop retirement income strategies that maintain our clients' lifestyle while helping to minimize th ... more

Find other employees at this company (10)

Background Information

Employment History

CERTIFIED FINANCIAL PLANNER™ , Practitioner
Somberg Wealth Management LLC

Partner
Levine , Gottfried and Somberg

FIVE STAR Wealth Manager
Gottfried & Somberg Wealth Management LLC

Founder and Principal
Gottfried & Somberg Wealth Management LLC

CERTIFIED FINANCIAL PLANNER™ , Practitioner
Gottfried & Somberg Wealth Management LLC

Affiliations

Member
Commonwealth Financial Network

Representative
Commonwealth Financial Network

Board Member
Beth El Temple

Founder
Levine , Gottfried and Somberg

Web References (18 Total References)


Gottfried & Somberg Wealth Management, LLC - Team Biographies

www.lgsfinancial.com [cached]

Gottfried & Somberg Wealth Management, LLC, is Joshua B. Gottfried, and Matthew A. Somberg.

...
Joshua Gottfried
...
Joshua Gottfried, CFP®, AIF® Founder and Principal jgottfried@gottfriedsomberg.com


Gottfried & Somberg Wealth Management, LLC - Joshua Gottried

www.lgsfinancial.com [cached]

WHO WE ARE | Joshua Gottfried

...
Joshua Gottfried, CFP®, AIF® Founder and Principal jgottfried@gottfriedsomberg.com
Joshua Gottfried CFP®, AIF® is a founder and principal of Gottfried & Somberg Wealth Management, LLC, an independent investment and financial services firm. His practice focuses on retirement income planning for suitable individuals and families within five years of retirement, and helping maintain these clients' lifestyles throughout their retirement years.
As a CERTIFIED FINANCIAL PLANNER™ practitioner with 15 years of experience, Josh provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct. He specializes in creating individually tailored retirement income plans by analyzing investment allocations, maximizing pension and Social Security benefits, and mitigating overall risk throughout retirement.
Josh has written articles for, and been quoted in, many publications, including The New York Times, Morningstar, Financial Planning Magazine, Investment Advisor Magazine, and The New London Day.
Josh has been honored with several national rankings. In 2015, Josh was listed in REP. magazine as number 13 on their Top 50 NextGen Independent Broker/Dealer Advisors. In 2014, Josh was listed as number 58 in REP. magazine "Top Next Gen IBD Advisors"[1]. In 2011, Josh was named as one of the Top 100 Independent Financial Advisors in America by Registered Rep Magazine[2]. He has been named a Five Star Wealth Manager for each of the past four years in Connecticut Magazine by Crescendo Business Services[3].
Josh is a registered representative of Commonwealth Financial Network® (CFN), member FINRA/SIPC, an independent broker/dealer with a national network of more than 1,300 financial professionals. CFN has been recognized ten times as the Broker/Dealer of the Year by Investment Advisor Magazine. Josh is also a member of Commonwealth's Leaders Club, which recognizes the top 5 percent of all Commonwealth advisors.
Josh enjoys educating people about their retirement options. Using patience and insight, he breaks down complex financial decisions into easily understandable steps. Josh has presented to over 5,000 public school educators and state employees, explaining their pension, Social Security and health insurance benefits.
Josh does philanthropic work for The House of Bread, the American Cancer Society, and the Jewish National Fund. In addition to donations of money and time, he also manages three endowments and sits on the Board at Beth El Temple in West Hartford and is a member of the investment committee of the Jewish Community Foundation of Greater Hartford.
Josh loves running, hiking and camping and is an avid reader of 19th and early 20th century American history. He lives with his family in downtown Hartford.


Gottfried & Somberg Wealth Management, LLC - New Rules at School

www.lgsfinancial.com [cached]

By Joshua B. Gottfried

...
Joshua B. Gottfried is a partner at Levine, Gottfried and Somberg in Glastonbury, Conn., and an investment advisor representative with Commonwealth Financial Network. He specializes in helping Connecticut educators plan for retirement. He can be reached at (860) 430-9104 or jgottfried@lgsfinancial.com.


VIDEOEXPERTS

thevideoexperts.com [cached]

On Monday, July 11th the team filmed Joshua Gottfried, a certified financial planner and founder of Levine Gottfried and Somberg, LLC located in Glastonbury, CT. This was the first of three informational videos Joshua will be doing that he plans to send out to clients. Joshua spoke right from his desk in his office. The team focused on a professional look for this video. It has been a pleasure working with Joshua, and we're looking forward to the next shoots with him.


Gottfried & Somberg Wealth Management, LLC - CONTACT US

www.lgsfinancial.com [cached]

Joshua Gottfried jgottfried@gottfriedsomberg.com

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