At Pennell Wealth, we believe in Holistic financial planning, designed to integrate all aspects of your life. We take the time to learn about your entire financial life and how the pieces fit together and work towards achieving your financial goals. Financial Life goals can include buying a home, saving for your child's education, planning for retirement, or leaving a legacy. We listen and work closely with you to align your actions so that your goals can become a reality.
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Fax: 860-812-4318

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College Planning Health & Benefits Insurance Investment Strategies Tax Strategies Wills
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Financial Services
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