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The Greater New Milford Chamber of Commerce - Investments
Charles Schwab & Company
Robert Whitfield
457 North Main Street (The Atrium), Unit 2B
Danbury, CT 06811
Phone: (203) 744-6406
Fax: (203) 744-6818
Email: Robert.Whitfield@schwab.com
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Edward Jones
Luis Abella
2A Main Street
New Milford, CT 06776
Phone: (860) 354-4017
Fax: (888) 461-8934
Website: www.edwardjones.com
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Infiniti Wealth Management, LLC
Robert J. McDermott, CFP
23 South Main Street
New Milford, CT 06776
Phone: (860) 354-5615
Fax: (860) 354-7085
Email: infinitiwealth@aol.com
Store Hours: 9 am to 5 pm
Closed: Major Holidays
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Registered Investment Advisor (RIA). Fee only Investment Advisory Services. Firm packages actively managed mutual funds (no load) with traditional low cost index funds and exchange traded funds (ETF's) to form a well diversified client portfolio - constantly measuring rish versus rate of return on investment. All mutual funds purchased are no load (no commission) or NTF (no transaction fee) funds. ETF's (exchanged traded funds) are employed extensively to meet client financial goals & objectives. Heavy emphasis on "asset allocation", "asset class" investing and modern portfolio theory as developed by Harry Markowitz. Firm uses well known brokerage services to custody client assets.
Pasnau Investment Management
Janet Silano
375 West Meetinghouse Road
New Milford, CT 06776
Phone: (860) 354-9903
Fax: (860) 354-9904
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Taylor House Investment Management, Inc.
Charles B. Barlow
34B Main Street
New Milford, CT 06776
Phone: (860) 355-5545
Fax: (860) 350-9428
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11 Railroad Street, New Milford, CT 06776
Tel. (860) 354-6080 ~ Fax. (860) 354-8526
nmcc@newmilford-chamber.com
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