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Procyon

5.0
(29 reviews)

Business Details

(860) 891-6209

About

Financial Planner
Procyon is dedicated to assisting Aerospace, Insurance, and Defense executives and their families in Connecticut with tailored financial services. We understand the unique challenges high-income earners face and offer solutions like executive compensation planning, retirement strategies, investment management, efficient cash allocation, stock options management, deferred compensation planning, and concentrated stock risk management. Our goal is to simplify your financial journey while seeking to optimize your wealth. We are known for our empathetic approach and strive to involve both spouses every step. Let us handle the complexities of your financial life, so you can focus on what truly matters.

Details

  • Requires appointmentAvailable
  • Online appointmentsAvailable
  • RestroomAvailable
  • Onsite servicesAvailable

Location

Procyon
655 Winding Brook Drive, Glastonbury, CT
06033, United States

Hours

Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
SaturdayClosed
SundayClosed

Reviews

5.0
29 reviews
5 stars
28
4 stars
1
3 stars
0
2 stars
0
1 star
0
  • ZU
    Zach Ureta
    Apr 3, 2024
    4.0
    They seem to be very helpful and even though I am currently unemployed as of writing this review, they did give me helpful advice on where to start and locate my next steps and when I am eventually employed they said they'll help me out for my next steps to becoming financially healthy so I have high hopes for them
  • RW
    Robb Wright
    Sep 22, 2023
    5.0
    As one of the original ground floor clients of WC, I have been very well shepherded over the many years and I have lost not a single nights sleep. WC has inspired confidence, demonstrated outcomes, and provided expert guidance. A true treasure worthy of recommendation.
  • PT
    Paula Thiel
    Sep 22, 2023
    5.0
    My husband and I have been with Wooster Corthell for 25 years and they have been so helpful with planning for retirement years. They are very responsive to all our needs and will continue to look forward to another 25 year!!!
  • CR
    connie rokicki
    Aug 27, 2023
    5.0
    Always professional with good communications and take initiative with suggestions while listening to your concerns and goals.
  • JF
    Joy Cianci - Falk
    Aug 26, 2023
    5.0
    I have been with Wooster Corthell for over 20 plus years. Their professionalism is above and beyond. They feel more like family and are always there to answer or clarify any issues or questions I may have, and trust me, I have a lot of issues! LOL! They have been instrumental in my having my dream ranch. They also have been managing my children's affairs and we could not be any happier with them.

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