Unclaimed
Timothy Rich is a Chartered Financial Analyst and is registered with YHB Investment Advisors Inc. in Connecticut. Timothy has over 18 years of experience in the financial services industry and is a licensed investment advisor representative. Timothy previously worked at Chelsea Groton Bank in Groton, Connecticut.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participant account management
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.
1
2
CT
01/02/2025 - Present
YHB Investment Advisors Inc. (WEST HARTFORD CT)
Active
Inactive
Not sure Timothy Rich is the right advisor for you? Invested Better is here to help.