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Manager, Client Services
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Haviland & Sams
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
30 Stanford Dr Ste 2, Farmington, Connec...Phone Number
(860) 678-1414Website
www.havilandsams.comRevenue
<$5 MillionIndustry
About Haviland & Sams
Haviland & Sams is an independent financial planning and advisory firm based in Farmington, CT, focused on the preservation, protection, and growth of clients' wealth. They offer comprehensive financial planning and management services tailored to individuals and families, emphasizing a proactive approach and customized solutions. As a Registered Investment Advisor, they do not sell investment or insurance products and are committed to providing objective advice without third-party influences. Their mission is to prioritize clients' financial planning needs through a dedicated and independent service model.Explore more
Haviland & Sams Org Chart
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Haviland & Sams is an independent financial planning and advisory firm based in Farmington, CT, focused on the preservation, protection, and growth of clients' wealth. They offer comprehensive financial planning and management services tailored to individuals and families, emphasizing a proactive approach and customized solutions. As a Registered I... Read More
