Skip to main content

Wellspring Financial

  • Contact Us
  • Client Login

Wellspring Financial

  • Home
  • About Us 
    • Our Team
    • Our Philosophy
    • Our Process
    • Privacy Policy
  • Our Services  
    • Our Services
    • Investments
    • Insurance
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
    • Fee Table
  • Resources 
    • Useful Websites
    • Financial Calculators
    • Blog
  • Video Library 
    • Wellspring Firm History and Philosophy
    • Educational Presentations
  • Contact

    You are here

  1. Home
  2. Tell a Friend

Tell a Friend

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


Book a Meeting

Tell a Friend

Guilford Office
96 B Broad St
Guilford
CT 06437

South Windsor
89 Swan Nest
South Windsor
CT 06074-4312

Brian Andrus, CFP
Phone: 203 458 8807
E-mail: bandrus@wspringfinancial.com

Michael J. Puckly, CLU, ChFC
Phone: 860 787 5064
E-mail: mpuckly@wspringfinancial.com

Wellspring Financial, LLC, is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

All investment strategies have the potential for profit or loss. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.

© 2023 Wellspring Financial. All rights reserved.

Website Design For Financial Services Professionals