Best of Business: FINANCIAL SERVICES
Bank for Business
Webster Bank
145 Bank St., Waterbury
www.websteronline.com
Top Executive: James C. Smith, chairman & CEO
Founded in 1935, Webster is now a leading regional bank, offering a full range of financial services. However, our core values remain unchanged — acting with responsibility, respect, ethical behavior, citizenship and teamwork. “The Webster Way” brings us together, sets us apart, and creates an unshakeable core that is unique to Webster.
Business Lender
Webster Bank
145 Bank St., Waterbury
www.websteronline.com
Top Executive: James C. Smith, chairman & CEO
Founded in 1935, Webster is now a leading regional bank, offering a full range of financial services. However, our core values remain unchanged — acting with responsibility, respect, ethical behavior, citizenship and teamwork. “The Webster Way” brings us together, sets us apart, and creates an unshakeable core that is unique to Webster.
Honorable mention: Farmington Bank
Accounting Firm
Whittlesey & Hadley PC
280 Trumbull St., 24th Floor, Hartford
www.whcpa.com
Top Executive: Drew G. Andrews, managing partner
Whittlesey and Hadley is a nationally recognized accounting firm rooted in Connecticut and Massachusetts. Since 1961, we have been providing our clients with audit, tax and business advisory services. Our clients achieve their goals because we deliver superior service and game changing competitive insights.
Commercial Mortgage Lender
Webster Bank
145 Bank St., Waterbury
www.websteronline.com
Top Executive: James C. Smith, chairman & CEO
Founded in 1935, Webster is now a leading regional bank, offering a full range of financial services. However, our core values remain unchanged — acting with responsibility, respect, ethical behavior, citizenship and teamwork. “The Webster Way” brings us together, sets us apart, and creates an unshakeable core that is unique to Webster.
Credit Union
American Eagle Financial Credit Union
417 Main St., East Hartford
www.americaneagle.org
Top Executive: Dean Marchessault, president & CEO
American Eagle FCU has been helping members for over 80 years and is currently the largest community credit union in Connecticut.
Financial Planning Services
Retirement Visions LLC
433 South Main St. #110, West Hartford
www.allset2retire.com
Top Executive: Jay L. Gershman, founder
While other advisors have focused solely on investments, we have focused on comprehensive planning and helping clients live fulfilled lives. As advisors to retirement plans, we bring the same passion for planning to employees to help them understand where they are now and motivate them to be “all set to retire.”
Private Wealth Management
Fiduciary Investment Advisors
100 Northfield Dr., Windsor
www.fiallc.com
Top Executive: Mark Wetzel, president
FIA provides objective investment consultation and co-fiduciary services. At all times, we act with integrity, honesty, humility and respect. Our centralized office, fosters a culture of collaboration, which is the cornerstone of our approach. This approach helps to optimize investment outcomes, reduce costs, and provide critical process documentation to establish “the fiduciary trail.”
Honorable mention: Connecticut Wealth Management LLC
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