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Wealthshape, LLCFinancial advisor in Windsor, CT

Wealthshape, LLC is a financial advisor at 360 Bloomfield Ave Ste 301, Windsor, CT 06095, rated 5.0 from 2 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Windsor, CT0 paid placements in any rankingHow we rank

Call (860) 837-0303Website ↗

Key facts

Key facts about Wealthshape, LLC
Address360 Bloomfield Ave Ste 301, Windsor, CT 06095Get directions
Phone(860) 837-0303
Websitewealthshape.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Windsor and 11 towns within 25 miles: South Windsor, Windsor Locks, East Hartford, Hartford, West Hartford, Manchester, Enfield, Wethersfield, Glastonbury, Ellington and Newington.

Based in Windsor, CTView on map

Opening hours

Opening hours for Wealthshape, LLC
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Wealthshape, LLC

What are Wealthshape, LLC’s hours?

Wealthshape, LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Wealthshape, LLC serve?

Serves Windsor and 11 towns within 25 miles: South Windsor, Windsor Locks, East Hartford, Hartford, West Hartford, Manchester, Enfield, Wethersfield, Glastonbury, Ellington and Newington. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Wealthshape, LLC?

Wealthshape, LLC has a rating of 5.0 from 2 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Wealthshape, LLC?

Call Wealthshape, LLC on (860) 837-0303. The business is at 360 Bloomfield Ave Ste 301, Windsor, CT 06095. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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