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200 Mountain Road Suite 2
Farmington, CT 06032

Phone:

  • 860-674-0603
  • E-mail address: lpennell@pennellwealth.com

    • Videos

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    Contact Us

    Please feel free to contact us with any questions.

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    Calculators

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    The Pros and Cons of a Big Tax Refund

    Is receiving a big tax refund a reason to celebrate?
    More Videos »

    Newsletters

    • Looking for Value with P/E Ratios

      Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.

    • Social Security May Offer a Lifetime of Protection

      This article provides an overview of four times other than retirement when Social Security might affect you or your family.

    • The Beige Book: A Timely Economic Read

      The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.

    • The Cost of Family Caregiving

      A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.

    More Newsletters »

    Calculators

    • Tax-Deferred Savings

      Compare the potential future value of tax-deferred investments to that of taxable investments.

    • Credit Card Debt

      How Long Will It Take to Pay my Balance?

    • Retirement Portfolio Lifespan

      How Long Will Your Funds Last?

    • LTCI Cost of Waiting

      Estimate the potential cost of waiting to purchase a long-term care insurance policy.

    More Calculators »

    Check the background of your financial professional on FINRA's BrokerCheck.

    Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Pennell Wealth Advisors are separate entities from LPL Financial.

    The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CT, CA, FL, GA, IN, ME, MA, MI, MN, NH, NJ, NY, NC, PA, RI, SC, UT, VT, VA

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