Find the Certified Financial Planner™
Who's right for you.

Peter J. Nagle, CFP®, M.A.R.

Spruce Hill Capital, LLC

2614 Boston Post Rd
Apt 32A
Guilford, CT 06437-1370
Phone: (203) 689-5942

Household Income Minimum: $250,000
Investable Asset Minimum: $350,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.