Pennell Wealth Advisors

(860) 674-0603

Products & Services

We provide assistance in the following areas:

Financial Planning

  • Retirement Plans
  • Tax Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Planning
  • Estate Planning
  • Business Planning
  • Cash Flow Planning/Budgeting

Investments

  • Bonds
  • Common Stock
  • Mutual Funds
  • ETF's
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Variable Annuity
  • 401(k) and Solo 401(k)
  • 529's

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
 
 

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