Coburn & Meredith is a full-service investment firm based in Glastonbury, CT, offering wealth management and financial planning services. With over 80 years of experience, they are committed to providing objective, professional advice and placing the interests of their clients above all else. Their team of financial professionals specializes in creating tailored solutions for individual financial situations, helping clients navigate through life transitions and achieve their financial goals.
They serve a diverse range of clients, including individuals, families, small businesses, corporate executives, and non-profit organizations. Through their comprehensive wealth management process, they provide professional advice on retirement planning, individual portfolio management, college savings, estate and trust services, and charitable giving. Coburn & Meredith is dedicated to building long-term personal relationships with each and every client they serve.
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