Stephen A Sylvester
Stephen A Sylvester
CRPC®
Vice President - Wealth Management
(860) 446-1842
1055 Hartford Turnpike
Waterford, CT 06385
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32 Chicago Ave
Groton, CT 06340-4908
Mon-Fri 9am-5pm by appointment
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625 Long Hill Rd
Groton, CT 06340
By Appointment Only
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20 Liberty St
Pawcatuck, CT 06379
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589 Hartford Pike
Dayville, CT 06241-2149
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7 Providence Pike
Putnam, CT 06260
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CA Ins. License #: 0L53125

My Background

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. The transfer of assets in the most advantageous manner
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.

Professional Services
  • Retirement Income Planning
  • Wealth Preservation
  • 401(k) Planning