Advisers Trust LLC

 
30 Main St
Newtown, CT 06470
(203) 270-7700
walterp@adviserstrust.com
33 Years of Financial Advice and counting … one client at a time!
Since 1984, Walter Pachniuk has provided investment solutions to help meet the financial goals of individuals and organizations nationwide. Today, with hundreds of client relationships and total client assets in excess of $100 million, Walter Pachniuk, CFP , and The Advisers Trust, LLC can boast a genuine track record of success. Our practical approach to wealth management aims to simplify your complex financial affairs while helping protect your financial future. In a complicated world, we strive to offer uncomplicated solutions.

Walter Pachniuk, CFP , and The Advisers Trust, LLC of Newtown, CT mission is to provide clients the solutions, the insight, the alternatives they'll require to succeed financially, over the long term. We are committed to providing clients with prudent, tax efficient, cost effective investment and wealth management. Our goal is to help our investors to become the best investors they can be, over the long term, with our assistance, support, and knowledge. We are committed to high standards of integrity – always seeking to advise in the best interests of our clients.

Hours of Operation

Mon-Fri 8am-5pm

Products and Services

Retirement Planning, Wealth Management/ Financial Planning, Trust Services, Reverse Mortgage Worksheet, Investment Management, Tax & Estate Planning

Memberships and Associations

CFP Board, SiPC Member, Financial Planning Association, Research, Portfolio Reporting & Modeling Driven By Morningstar, BrokerCheck

Reviews for Advisers Trust LLC

Write a review

Browse Newtown Businesses:
Popular | # | A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

Night Mode