Price Financial Group LLC
Price Financial Group LLC
43 Danbury Rd
Wilton, CT 06897
43 Danbury Rd
Wilton, CT 06897
Categories: Divorce Assistance, Financial Advisors, Financial Planners Certified, Financial Planning Consultants, Personal Financial Services
Unique, comprehensive wealth management solutions for divorced and widowed women and retirees
At Price Financial Group, we understand that your world is constantly changing. While change can be difficult, it is a normal part of life. As your financial life partner, we�ll help you integrate your finances with your life�s work and personal goals. Together we will seek to create a sense of financial stability and purpose so you can embrace times of transition as opportunities for positive transformation and growth.
We believe in financial competency built upon continuing education, training and communication that defines our mutual understanding and trust. These are the commitments we make to each of our clients. If you�re looking to grow and protect your wealth through life�s transitions, the partner of choice is clear: 1) we identify your needs, 2) we fully analyze and evaluate your personal situation, 3) we give you input, advice and recommendations to help you make timely, informed decisions about your investments, taxes, insurance, retirement and estate planning needs, 4) we are there for you on an ongoing basis to help you deal with all of your financial issues over time.
Keywords: divorce, women, widows, retired, income, financial planning, wealth planning, divorce financial planning
At Price Financial Group, we understand that your world is constantly changing. While change can be difficult, it is a normal part of life. As your financial life partner, we�ll help you integrate your finances with your life�s work and personal goals. Together we will seek to create a sense of financial stability and purpose so you can embrace times of transition as opportunities for positive transformation and growth.
We believe in financial competency built upon continuing education, training and communication that defines our mutual understanding and trust. These are the commitments we make to each of our clients. If you�re looking to grow and protect your wealth through life�s transitions, the partner of choice is clear: 1) we identify your needs, 2) we fully analyze and evaluate your personal situation, 3) we give you input, advice and recommendations to help you make timely, informed decisions about your investments, taxes, insurance, retirement and estate planning needs, 4) we are there for you on an ongoing basis to help you deal with all of your financial issues over time.
Keywords: divorce, women, widows, retired, income, financial planning, wealth planning, divorce financial planning
Customer Reviews for Price Financial Group LLC
Anonymous on 5/27/2015 10:28:55 AM
Anonymous on 4/18/2012 4:24:07 PM
Anonymous on 5/27/2015 10:28:55 AM
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Interview Q&A
How long have you been in business?
30 years
What is your primary product or service?
Wealth Management for people in transition. From comprehensive financial planning, insurance and tax reviews to Investment Management for Divorced and Widowed Women, Retirees, Pre-retirees
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
In 1997, my largest client called to let me know they were getting divorced and needed my help. At that time I realized that people in transition needed extra care and support. We developed a sub-specialty in divorce financial planning, and in addition to my CFP in 1988, I became Certified in Divorce Financial Planning in 1998. The same issues face widows and retirees, so in our financial planning we answer the question, "How much can I spend and not outlive my money?" - of course given a certain set of assumptions.
How do you differentiate yourself from other businesses in your category and area?
We are an all-women firm, very high touch and responsive to all of our clients holistic life and financial planning needs.
How many locations do you have and do you have plans to expand?
1 and no
Provide detailed directions to your location
http://www.mapquest.com/maps?address=43+Danbury+Rd&city=Wilton&state=CT&zipcode=06897&redirect=true
What type of payments do you accept?
Check only
Which areas do you service?
Comprehensive Wealth Management
Who owns your company or runs daily operations?
Lori R. Price, CFP
What are your hours of operation?
8:30am -5pm
What is the best compliment anyone can give you?
Thank you for guiding me through this tough time in my life and always being there when needed.
30 years
What is your primary product or service?
Wealth Management for people in transition. From comprehensive financial planning, insurance and tax reviews to Investment Management for Divorced and Widowed Women, Retirees, Pre-retirees
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
In 1997, my largest client called to let me know they were getting divorced and needed my help. At that time I realized that people in transition needed extra care and support. We developed a sub-specialty in divorce financial planning, and in addition to my CFP in 1988, I became Certified in Divorce Financial Planning in 1998. The same issues face widows and retirees, so in our financial planning we answer the question, "How much can I spend and not outlive my money?" - of course given a certain set of assumptions.
How do you differentiate yourself from other businesses in your category and area?
We are an all-women firm, very high touch and responsive to all of our clients holistic life and financial planning needs.
How many locations do you have and do you have plans to expand?
1 and no
Provide detailed directions to your location
http://www.mapquest.com/maps?address=43+Danbury+Rd&city=Wilton&state=CT&zipcode=06897&redirect=true
What type of payments do you accept?
Check only
Which areas do you service?
Comprehensive Wealth Management
Who owns your company or runs daily operations?
Lori R. Price, CFP
What are your hours of operation?
8:30am -5pm
What is the best compliment anyone can give you?
Thank you for guiding me through this tough time in my life and always being there when needed.
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