Norwich Financial believes that every client is, first and foremost, an individual with individual ideas and goals. Because of this belief, we know it is more than just making money—we want to know why you are investing.
To that end, Norwich Financial will work with you to implement a financial program that takes into consideration your goals, needs, challenges, and comfort zone. Your money can not serve you effectively if we advocate a course of action that you are uncomfortable with or that you do not fully understand. By actively participating in the planning process, you retain control each step of the way.
After we have assessed your needs and goals, we will suggest a mix of investment products that we feel best serve you. Because we are an independent financial firm, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms.
Because there are many financial concerns to be faced both economically and personally, we recommend and encourage meeting in person and on a regular basis so that our course of action always reflects your current circumstances and goals.
Your team at Norwich Financial will continue to monitor your investments’ performance and consult with you on a regular basis to keep you informed and up-to-date.
Bonds—CDs, government, corporate, and municipal
Mutual Funds—open- and closed-end funds, ETFs
Life, disability, and long-term care insurance
SEP and SIMPLE IRAs
IRAs—traditional, Roth, and rollover IRAs
Annuities—fixed and variable