Saugatuck Financial

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

274 Riverside Ave Ste 4, Westport, Conne...

Phone Number

(203) 221-5275

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading

About Saugatuck Financial

Saugatuck Financial, an office of Northwestern Mutual located in Westport, CT, specializes in creating and implementing comprehensive financial plans for clients. Their services include risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning. The firm is dedicated to providing tailored strategies and a high level of client service, ensuring clients are active participants in their financial planning. Saugatuck Financial aims to help clients achieve financial peace of mind by understanding their unique goals and values.Explore more
Saugatuck Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Saugatuck Financial Org Chart

PhoneEmail
LA
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Director, Investments

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KP
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Wealth Management Associate

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LG
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Investment Operations Associate

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KY
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Wealth Management Associate & Advisor

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GB
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Financial Advisor

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BM
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Wealth Management Advisor

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Compare Similar Companies to Saugatuck Financial

Compare insights from companies similar to Saugatuck Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Saugatuck Financial

<$5M
1-10
Private
-
1982
LA
Luke AndriukDirector, Investments
<$5M
11-50
Private
<$5M
2014
CA
Charles AltendorferDirector, Investments & Planning
<$5M
1-10
Private
-
-
JG
Julie GaonFinancial Associate & Representative
<$5M
1-10
Private
-
2016
MM
Matthew MacManager, Investment Operations
<$5M
1-10
Private
-
-
DM
Dana MayeuChief Financial Officer
<$5M
1-10
Private
-
-
WB
Whitney BurrDirector, Operations
<$5M
1-10
Private
-
-
N/A
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Saugatuck Financial Tech Stack

A closer look at the technologies used by Saugatuck Financial

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Frequently Asked Questions Regarding Saugatuck Financial

What is Saugatuck Financial's official website?
Saugatuck Financial's official website is www.saugatuck-financial.com
What is Saugatuck Financial's Revenue?
Saugatuck Financial's revenue is <$5 Million
What is Saugatuck Financial's SIC code?
Saugatuck Financial's SIC: 62,628
What is Saugatuck Financial's NAICS code?
Saugatuck Financial's NAICS: 52,523
How many employees does Saugatuck Financial have?
Saugatuck Financial has 1-10 employees
What industry does Saugatuck Financial belong to?
Saugatuck Financial is in the industry of: Finance, Insurance, Securities Trading
What is Saugatuck Financial competition?
Saugatuck Financial top competitors include: Strategic View Advisors, Gindy Todd, Seleskie Financial, Erpelding Wealth Management
What technology does Saugatuck Financial use?
Some of the popular technologies that Saugatuck Financial uses are: YouTube, Cloudflare Security, Amazon CloudFront, Amazon S3
How do I contact Saugatuck Financial?
Saugatuck Financial contact info: Phone number: (203) 221-5275 Website: www.saugatuck-financial.com
What does Saugatuck Financial do?

Saugatuck Financial, an office of Northwestern Mutual located in Westport, CT, specializes in creating and implementing comprehensive financial plans for clients. Their services include risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning. The firm is dedicated to providing tailored strate... gies and a high level of client service, ensuring clients are active participants in their financial planning. Saugatuck Financial aims to help clients achieve financial peace of mind by understanding their unique goals and values.Read More

What are Saugatuck Financial social media links?
Saugatuck Financial Linkedin page Saugatuck Financial Facebook page
Is Saugatuck Financial a public company?
Saugatuck Financial is private company therefore does not currently have an official ticker symbol
See more information about Saugatuck Financial

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