Unclaimed
Robin Ann Sherwood is an Investment Advisor Representative with HTG Investment Advisors Inc. based in New Canaan, CT. Robin is a Certified Financial Planner. Robin has been registered with FINRA since 2005. Robin is also registered with the state of Connecticut. Robin's firm offers a variety of advisory services, including financial planning, portfolio management for individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
10/07/2005 - Present
HTG Investment Advisors Inc. (NEW CANAAN CT)
Active
Inactive
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