Springboard Asset Management, LLC - Cheshire, Connecticut

Springboard Asset Management, LLC: A Premier Financial Planning Service

Located at 355 Highland Ave Suite 201, Cheshire, CT 06410, Springboard Asset Management, LLC stands out as a trusted financial planner service provider in Connecticut. With a straightforward phone number 203-651-7110, prospective clients can easily reach out to schedule a consultation. Their professional presence is further emphasized by their dedicated website, springboardasset.com, where visitors can find more detailed information about their services and client testimonials.

One of the key features that set Springboard Asset Management, LLC apart is their commitment to accommodating various client needs. They offer online appointments for those who prefer the convenience of virtual meetings, alongside onsite services for personalized face-to-face consultations. Their wheelchair accessible entrance, parking lot, and restroom demonstrate their dedication to inclusivity and ensuring all clients feel welcome.

For those interested in their services, it's noteworthy that an appointment is required, but it's highly recommended to secure a spot, especially considering the average opinion on Google My Business is a commendable 5/5 out of 1 review. This indicates a high level of client satisfaction and reliability.

Springboard Asset Management, LLC specializes in providing comprehensive financial planning solutions. Their services are tailored to meet individual and family financial goals, ensuring a secure and prosperous future. The inclusion of gender-neutral restrooms in their facilities further underscores their commitment to creating an environment of comfort and respect for all clients.

For anyone considering financial planning services, Springboard Asset Management, LLC presents an excellent option. With their convenient location, accessible facilities, and stellar online reputation, clients can feel confident in their decision to contact them. The requirement for an appointment is a testament to the personalized attention they offer, ensuring that each client receives the dedicated support they need.

To take the first step towards securing your financial future, it's strongly recommended to book an appointment through their website. Their professional team at Springboard Asset Management, LLC is ready to guide you through your financial journey with expertise and compassion.

Remember, your financial well-being is a priority, and Springboard Asset Management, LLC is here to help you achieve it. Don't hesitate to reach out and start planning for a brighter financial tomorrow.

👍 Reviews of Springboard Asset Management, LLC

Holly M.

5/5

A few years ago when we were looking for a new Financial Advisor, we were fortunate enough to find the team of Charles and Rebecca Green of Springboard Asset Management. We had discovered that most Financial Planners peddle commission-based "financial products", which often benefit the advisor more than the client. We wanted to find, as Suze Orman put it, "someone who doesn't sell products", and would put our interests first.

Springboard was exactly what we wanted -- independent Fee-Only consultants who earn by helping us earn. While they clearly have a general strategy and philosophy, they offer custom-tailored solutions, based on *our* priorities, needs and sensibilities (e.g. socially responsible investing, something our previous advisor had basically mocked us for). They give us sound, specific advice, and then take care of all the details according to our wishes.

I literally used to wake up in the middle of the night worrying about our money and future. I felt irresponsible, clueless, powerless and scared. I was so daunted by what felt like an overwhelming financial mess that I stuck my head in the sand.

Enter Charles and Rebecca, who helped us assess and clean up our whole financial life, not just our investments. They showed us that we were paying way too much for homeowners' insurance, but lacked an important umbrella liability policy. They helped us go through our spending with a fine-toothed comb. From the "big stuff" like funding our revocable living trust, to the nitty-gritty of making sure all of our financial documents were updated with our married names, Charles and Rebecca walked us through the unglamorous but liberating process of getting our financial house in order.

Our bottom-line numbers look much better now -- I feel confident about our financial future, and the peace of mind from having Charles and Rebecca looking after our interests has been a revelation! I HIGHLY recommend Springboard Asset Management!