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Details

Where Knowledge Meets Experience

General Info

Since 1984, Walter Pachniuk has provided investment solutions to help meet the financial goals of individuals and organizations nationwide. Today, with hundreds of client relationships and total client assets approaching $100 million, Walter Pachniuk, CFP , and The Advisers Trust, LLC can boast a genuine track record of success. Our practical approach to wealth management aims to simplify your complex financial affairs while helping protect your financial future. In a complicated world, we strive to offer uncomplicated solutions. Walter Pachniuk, CFP , and The Advisers Trust, LLC of Newtown, CT mission is to provide clients the solutions, the insight, the alternatives they'll require to succeed financially, over the long term. We are committed to providing clients with prudent, tax efficient, cost effective investment and wealth management. Our goal is to help our investors to become the best investors they can be, over the long term, with our assistance, support, and knowledge. We are committed to high standards of integrity always seeking to advise in the best interests of our clients.

HoursOPEN NOW
Regular Hours:
Mon - Fri
Sat

Contact Info

Phones:

Main - 203-270-7700

Fax - 203-270-7707

MobilePhone - 203-270-7373

Address:
Newtown, CT 06470
Email:

Other Email:

Reviews

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Categories
Estate Planning, Probate, & Living Trusts, Banks, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services
Services / Products
Investment Management, Retirement Planning, Wealth Management, Financial Planning, Tax & Estate Planning, Trust Services
Location
In the center of Newtown, CT near the flag pole.
AKA

Walter Pachniuk

Other Information

Parking: Street, Free

Data provided by one or more of the following: Thryv, Data Axle, Yext.