Aggressive, Experienced Representation for a Brighter Tomorrow
At Gottfried & Somberg Wealth Management, we are a team of seasoned financial professionals dedicated to helping individuals and families achieve their financial goals. With over 25 years of experience, we have developed a unique approach to wealth management that focuses on providing personalized service, expert guidance, and a collaborative team of experts.
Our Approach
At the core of our approach is a deep understanding of the importance of individualized financial planning. We believe that every client is unique, with their own set of circumstances, goals, and priorities. To address this, we take the time to get to know each client, understanding their financial goals, risk tolerance, and timeframe for achieving their objectives.
Our Services
Our comprehensive range of services is designed to help individuals and families navigate the complexities of financial planning. From investment management to estate planning, insurance, and tax planning, we offer a comprehensive suite of solutions to help our clients achieve their financial goals.
Our Team
Our team of Chartered Financial Analysts and CERTIFIED FINANCIAL PLANNER Professionals is committed to providing exceptional service and expert guidance. With an average tenure of 20 years, our advisors have the experience and knowledge to help our clients achieve their financial goals.
Investment Synergy
Our investment approach is built on a foundation of research, analysis, and a collaborative team of experts. We believe that a diversified portfolio is crucial to achieving long-term financial success. Our investment professionals work closely with clients to develop a personalized investment plan that aligns with their financial goals and risk tolerance.
Network Advantage
Our network of professionals comprises a team of specialists who are experts in their respective fields. By collaborating with mortgage professionals, CPAs, and attorneys, we are able to provide a one-stop-shop for all our clients' financial needs.
Why Choose Us
At Gottfried & Somberg Wealth Management, we are committed to delivering exceptional service, expert guidance, and personalized attention to each of our clients. With a deep understanding of the importance of individualized financial planning, we are dedicated to helping individuals and families achieve their financial goals.
Schedule a Call
To learn more about how we can help you achieve your financial goals, schedule a call with one of our experienced financial advisors today.
Overall Experience
Sheryl Fritz's 5-star review highlights her positive experience with Farmington River Financial Group. She mentions being well taken care of by her long-term advisor, who is also an advisor at Gottlieb Joshua. Sheryl compliments the office's convenient location, noting that although it's a 45-minute drive, it's easily accessible due to its proximity to the highway. The office itself is described as beautiful, with ample parking.
Staff and Service
Sheryl's review emphasizes the excellent service provided by her advisor. She appears to have a good working relationship with her financial advisor, who has been her point of contact for some time. The review indicates that the advisor is knowledgeable and has been able to provide Sheryl with the guidance she needs.
Office and Facilities
The review also highlights the office's new building and convenient parking. It seems that the office has made an effort to create a welcoming environment for clients, which is reflected in Sheryl's overall positive experience.
