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Covenant Wealth Advisers
Financial Services
Cheshire, CT 10 followers
Financial Planners, Wealth Managers, Investment Advisory, Estate Planning, Tax Consultation/Preparation, Risk Management
About us
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.
- Website
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http://www.CWAdvisers.com
External link for Covenant Wealth Advisers
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Cheshire, CT
- Type
- Self-Owned
- Founded
- 1996
Locations
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Primary
Get directions
345 Highland Avenue
Unit 101
Cheshire, CT 06410, US
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Get directions
19613 Morden Blush Dr
Lutz, Florida 33558, US
Employees at Covenant Wealth Advisers
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Chad Cartier
Founding Partner at Covenant Wealth Advisers. Helping soon to be retirees get clarity and confidence as they transition into retirement.
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Peter L. Vescovi Sr. RFC
Senior Wealth Manager at Covenant Wealth Advisers
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Deborah Borzillo
Administrative Assistant at Covenant Wealth Advisers & Thomas McMillan- McMillan Associates/AFLAC
Updates
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Two key releases mean there should be plenty of data to gobble up this Thanksgiving week. Join CIO Gene Goldman, CFA, while he discusses the implications of this data – all while dishing up some tasty puns and carving up some fun! https://lnkd.in/gxgHfCmY
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Stay ahead this year with this handy Personal Finance Calendar.
Personal Finance Calendar
cwadvisers.com
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Read the latest issue of Financial Watch here: https://lnkd.in/gkqPmfJ4
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If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
Medicare At 65+
cwadvisers.com
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Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
What You Should Do About Insurance Following a Divorce
cwadvisers.com
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The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
The Economic Journey of Your Morning Coffee
cwadvisers.com
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By cutting rates, the Fed goes being a foe to a friend to investors, but that friendship may not be as strong as originally expected. CIO Gene Goldman, CFA, outlines three reasons why in #TheWeekAhead. https://lnkd.in/gGgNC_nU
The Week Ahead | Cetera
cetera.com
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Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:
The Basics of Medicare
cwadvisers.com
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Your #creditscore may impact what you pay for auto and home #insurance.
Does Your Credit Score Affect Your Insurance Rates?