Kreitler Financial

EST. AUM
$584,905,886

CONTACTS
6

CLIENT ACCOUNTS
950

Firm Details

Metro area Hartford
CRD Number 309056
Website kreitlerfinancial.com
Client types

Overview

Kreitler Financial, located at One Century Tower near the Yale University campus in New Haven, CT, is a privately owned independent financial practice with over 30 years of experience. The firm provides wealth management services that include investment management, income and cash flow planning, risk management strategies, estate planning, and charitable planning. The company focuses on understanding and managing risks associated with investments. By using diversification strategies, Kreitler Financial aims to help clients work toward their financial goals while addressing challenges in the global economy. Its clients include professionals, university professors, and business owners seeking assistance with retirement planning and other financial matters. Kreitler Financial maintains a high staff-to-client ratio, allowing for personalized service. Each client is supported by a team led by an Advisor and a Relationship Manager. The firm’s professionals have an average of over 15 years of experience in the financial industry and provide investment and financial planning services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Kreitler Financial

Platform Details

Investment Preferences

Alternative Activity

Address

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