Webster Investment Group, Inc.

Webster Investment Group is an independent firm. Our professionals manage wealth through LPL Financial for the individual investor and small businesses. Our approach is a one-on-one meeting with our clients to determine their needs and goals and customize a plan designed to help accomplish them. We utilize a technical approach to problem-solving. Our goal is to provide you with a written, monitored, and detailed plan designed to help accomplish your goals. Once the road-mapped personalized wea...

Webster Investment Group is an independent firm. Our professionals manage wealth through LPL Financial for the individual investor and small businesses. Our approach is a one-on-one meeting with our clients to determine their needs and goals and customize a plan designed to help accomplish them. We utilize a technical approach to problem-solving. Our goal is to provide you with a written, monitored, and detailed plan designed to help accomplish your goals. Once the road-mapped personalized wealth is agreed upon we work with you to implement it. By working together with the client we are able to focus on our responsibility in helping you achieve your goals. "Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness." Specialties: Webster Investment Group is an independent firm. Our professionals focus on the client’s needs and the development of a plan that is designed to help them to achieve their goals. We help our clients through the sale of stocks, bonds, mutual funds and Insurance Products. Our specialty is the design of Investment plans, for the education of children (College, etc.), and retirement plans for individuals and small businesses. We also specialize in evaluating older Life Insurance Plans.