Investment Consulting

Because no two investors are alike, Financial Consultants at Webster Investments can help you develop an individualized plan that may fit your specific objectives.

Fast Facts

  • Get sound portfolio analysis
  • Personalized retirement planning
  • Strategies customized to your goals

No matter how comfortable you may be managing your investments, it’s reassuring to know that Webster’s professional guidance is always available if you need it. So whether you’re looking for support with your short or long-term goals, Financial Consultants at Webster Investments can help develop an investment strategy to keep you on track.

Financial Consultants At Webster Investments Can Help You

  • Determine your investment objectives and risk tolerances
  • Evaluate your current investment selection and strategy
  • Recommend investment options based on your needs and goals
  • Find opportunities to diversify or rebalance your portfolio
  • Suggest rollover options for 401K funds if you leave your job

Financial Consultants at Webster Investments utilize top advisory platforms and access to state-of-the-art financial planning services available through Wealth Vision.

Need personalized investment advice? Have a financial consultant contact me
To learn more about our Investment Consulting, please call us at 1-888-493-2783, option 4 or visit a Webster banking center near you.

Securities and Insurance Products:

 Not Insured by FDIC   Not Bank Guaranteed   May Lose Value 
 Not Insured by any Federal Government Agency   Not a Bank Deposit 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Webster Bank, N.A. and Webster Investments are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, CT, MA &RI.

The Webster Symbol and Webster Investments are registered trademarks of Webster Bank, N.A. registered in the U.S. Patent and Trademark Office.

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