The long-standing ties we've built over 100 years of combined partner and employee experience exemplify both our successful results and our passion for building long-term relationships. Since 1993, we have specialized in furthering the dreams and visions of our clients by helping them make smart decisions about their money, their investments, and their pensions.
For you, this means helping preserve and target your assets, so your wealth will be there for you throughout your life and the lives of your loved ones. Please tour our website, give us a call, or come in for a visit. We will welcome you, give you straightforward answers to your questions, and do all we can to help you and your family in the choices you face.
For you, this means helping preserve and target your assets, so your wealth will be there for you throughout your life and the lives of your loved ones. Please tour our website, give us a call, or come in for a visit. We will welcome you, give you straightforward answers to your questions, and do all we can to help you and your family in the choices you face.
Services
Gottfried & Somberg Wealth Management, LLC, is a team of dedicated professionals with diverse backgrounds, working together to help make our clients' retirement goals become reality. Joshua Gottfried, CFP(R), CDFA, AIF(R), is a founder and principal of Gottfried & Somberg Wealth Management, LLC, an independent investment and financial services firm.
At Gottfried & Somberg Wealth Management, LLC, we think we've got the best jobs in the world. We help people work toward the goals they cherish-and we love doing it. Every day, there's yet another reward that keeps us coming back to work enthusiastically. We also feel a strong need to give back to the community that has given us so much.
Access your accounts online by choosing the Investor360°(R) button for detailed account information including statements. If you would like to access your account online but do not have login credentials, please contact our office for assistance. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.
Our Teacher Retirement Workshop walks current educators through the CT Teacher Retirement System step-by-step. Our advisors explain the TRB pension plans and survivor options, discuss coordinating investment risk with retirement income. We review the retirement health insurance and Medicare options and explain your pension's effect on your Social Security benefit.
Reviews (1)
Sheryl Fritz
Oct 25, 2021
Report
Very well taken care of by our longterm advisor from Farmington River Financial Group & a current Gottlieb Joshua advisor. Easy to get to (although we've always driven 45 min to go to Farmington as they're right off the highway. Plus they're in a beautiful new office building with plenty of parking.
