The financial advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill Lynch, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.
Warner Group was founded with the mission of guiding our clients through every aspect of their financial lives. We strive to align your financial tools with short and long-term goals so you can move through life with confidence, understanding and abundance.
As you navigate through the ever-evolving challenges and milestones of life, we are here to serve as a trusted resource for you, your family and your community.
Financial Investments, Financial Planning
Dedicated to developing multi-generational relationships that are built on personal attention and an understanding of our client?s fiscal goals and lifestyle aspirations.
We are a deep rooted community accounting firm that has been in the Shoreline area for more than 60 years, with offices in Old Saybrook and Madison. Our services include tax, accounting and consulting to businesses, individuals, nonprofits, trusts and estates. Our clients include medical/dental practices, construction firms, restaurants, retailers, manufacturers and distributors.