CT Yellow Pages > New London
400 Bayonet Street Suite 306
New London, CT (Connecticut) 06320-2600
(860) 442-7002 (Primary Phone)



Business Details
8 years
Since 2007
John Lanza (Partner)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Asset Protection, Cash Flow Management, College Planning, College Saving, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management
Professionals on Staff: Analysts
Certifications: Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor
Credit Rating: Very Good
Sales Volume: 500K
Employee Size Range: 1-4
Franchise/Chain: Branch
Number of PC's: 2-9
Square Footage: 2500-9999
Fortune 500: No


Additional Categories
Financial Workshop Inc The is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Investment Advisory Service
North American Industry Classification System (NAICS) Categories:
  • Investment Advice
Standard Industry Classification (SIC) Categories:
  • Investment Advice

Related Categories in New London, CT

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