Tribute Financial of Wallingford

Tribute Financial is a Financial Planner in Wallingford, CT, located at 85 Barnes Rd #212. The firm helps clients address financial goals through a comprehensive financial planning approach, offering services that include retirement planning, investment services, insurance for life and long-term care, and required minimum distribution support. The team at Tribute Financial has over 50 years of combined experience guiding investors. They devote extra time to explain investment strategies and translate complex financial terms into understandable language. Clients come to the practice primarily through personal and professional referrals, as well as through educational courses. The firm serves clients in over 30 states, offering face-to-face meetings, webinars, or telephone reviews.

The firm provides professional advice through the Financial Planning Process, which includes income tax and estate tax considerations, as well as life insurance and long-term care analysis. An initial, complimentary consultation is provided to assess goals, after which an investment advisor outlines a plan and helps select appropriate investment strategies. The team works with clients' tax advisors and estate planning attorneys to formulate financial plans. After a strategy is created, clients have direct access to professional staff who review investment strategies periodically. The method of compensation depends on the individual situation, with options for fee-based accounts or commission basis. The firm also offers consolidation reporting through software that securely aggregates assets in one place, gifting strategies, qualified charitable distributions, and employer plan rollover services.

The team includes President Kevin J. Daniels, MBAFP; Senior Wealth Advisor Martin A. Nadeau, CFP®; Wealth Advisors Scott A. Kearns and Zachary Daniels; Client Services Manager Jennifer Woodward; Client Services Specialist Caleb Sanders; and Client Services Assistant Keri Begly. The firm also collaborates with Certified Public Accountants Peter Davis, Mary Mascola, and Katherine Lapico, as well as internal accountants Deb Lint and Lisa Daniels. Tribute Financial creates over 650 required minimum distribution summaries each year for clients to minimize the stress of yearly calculations. The practice holds a rating of 5.00 based on customer reviews.

Tribute Financial is known for its positive rating from the customers who have reviewed it, reflecting the trust clients place in its guidance. The firm’s approach focuses on individual needs, providing tailored investment strategies and comprehensive planning to address complex financial situations.

Tribute Financial combines over 50 years of combined experience with a personalized planning approach to help clients in Wallingford, CT, navigate their financial futures.

Tribute Financial is located at 85 Barnes Rd #212 in Wallingford, CT, situated about a tenth of a mile from Barnes Road. The office is approximately 0.4 miles from On Track Karting and Church Street.

BizScoreAI awarded the business a Technical score of 75 out of 100, which measures whether the website is technically sound, secure and indexable, so search engines can read it without errors. The firm ranks number 3 of 5 Financial Planner businesses that BizScoreAI has scored in Wallingford.