Scranton Financial Group is a financial firm located in Westbrook, Connecticut. They are passionate about educating their clients and ensuring that they fully understand why their recommended strategies for protecting and growing their assets are the right ones. Unlike other firms, Scranton’s number #1 priority is to build strong client relationships through ongoing communication, regular educational workshops, and client appreciation events. Their experience lies in helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocations, overpaying on taxes, or lack of catastrophic health care planning. Their seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.
SEC.GOV
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Scranton Financial Group, LLC and Sound Income Strategies, LLC are associated entities. Scranton Financial Group, LLC is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies LLC are associated entities.
Industry
Financial Services, Agencies, Brokerages, and Other Insurance Related Activities, Finance and Insurance, Banks & Financial Services
HQ Location
1921 Boston Post Rd
Westbrook, Connecticut 06498, US
Keywords
Retirement PlanningEducational WorkshopsAsset AllocatioFinancial CoachingTax StrategiesLong-term Carelife insuranceinvestment advisory servicestax servicesinvestment advisory