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  3. Wellspring Firm History and Philosophy

Wellspring Firm History and Philosophy

 

INTRO to FIRM

 

The Why

Short Intro

Full Video

Cutting through the noise

Short Intro

Full Video

The Process

Short Intro

Full Video

The Value of an Advisor

Short Intro

Full Video

Portfolio Costs - Investing

Short Intro

Full Video

Income Planning

Short Intro

Full Video

Risk Mitigation

Short Intro

Full Video

Understanding

Short Intro

Full Video

Video Library

  • Wellspring Firm History and Philosophy
    • INTRO to FIRM
    • The WHY
    • Cutting Through The Noise
    • The Process
    • Value of an Advisor
    • Portfolio Costs - Investing
    • Income Planning
    • Risk Mitigation
    • Understanding
  • Educational Presentations

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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.

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