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Robin A. Sherwood, CFP®

HTG Investment Advisors

50 Locust Ave
New Canaan, CT 06840-4737
Phone: (203) 972-8262
Fax: (203) 966-4740

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Attending College
  • Budget & Debt Management
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Retirement
  • 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.