Your investment plan is more than a strategy for saving money—it's a blueprint to pursue the life you want to live.

Our Financial Consultants Offer Customized Financial Planning Advice

When it comes to personalized investment management, we understand that no two investors are alike. That's why we tailor our strategies to address your unique situation, and customize strategies to work towards your specific goals.

We believe that a well-balanced portfolio is your best defense against up and down market cycles. We help you navigate changing market conditions with an investment mix that can include mutual funds, municipal bonds and annuities.

Our financial consultants help you with the selection process. They understand that you require different financial planning advice depending on your stage of life.


A Powerful Alliance

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As your financial partner, you can rely on us for professional financial guidance and convenient access, including both personalized and objective advice.

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Retirement Planning

Whether you're approaching retirement or simply planning ahead, there's a lot to consider. With Webster Investments at your side, you'll have professional guidance and resources to put your plans into action.

College Planning

Different college savings plans offer different advantages. We help you select a suitable plan based on your current situation, and adjust it as your child grows and your financial needs change.

Retirement Services

As your business grows, it's important to have strategies in place to help you stay on track toward continued success. We provide the resources and support you need to develop an objective growth plan.

Brokerage Services

Having the right tools and support can make all the difference when you're ready to invest. Our brokerage services offer you access to assets with the goal to help you manage—and grow—your money.

Social Security

The more you know about Social Security, the more value you'll get from your benefits. We help you understand the ins and outs of Social Security that aim to help you take better advantage of your benefits.


Discover which investment strategies manage your individual financial needs.

Schedule your complimentary, no-obligation initial review with a financial consultant today.

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Webster Investment Planning Advice & Strategies

Are health insurance premiums taking too big of a bite out of your budget? Do you wish you had better control over how you spend your health-care dollars? If so, you may be interested in an alternative to traditional health insurance called a health savings account (HSA). How does this...

An annuity is a contract between you, the purchaser or owner, and an insurance company, the annuity issuer. In its simplest form, you pay money to an annuity issuer, and the issuer pays out the principal and earnings back to you or to a named beneficiary. Life insurance companies first devel...

You were having a great time on your vacation--until your toddler woke up from her nap with a fever. If you were at home, you'd take her to the pediatrician right away and rely on your health insurance to pay for her care. But what do you do now that you are miles away? Here are some things...