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

The United States has more cases of the coronavirus than any other country, and in an attempt to stop the spread of this disease, states have closed schools and businesses throughout the country. These unprecedented shutdowns have pushed many people out of work, hurt businesses, and brought much of...

By John Olerio, Director, Senior Vice President, Webster Investments Only ten percent of Millennials1 can sleep easy tonight. They’re the ones who bought enough life insurance to cover the needs they themselves identified. There’s nothing unusual about avoiding a conversation about life insura...

There are no great secrets where tax planning and tax cutting are concerned. The principles around which all tax-cutting strategies revolve can be reduced to six basics: Income splitting. Taxes are reduced for the total family unit by shifting income among several family members...