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Financial Advisor in Madison, CT

Welcome to OES Wealth Partners: Your Financial Advisor in Madison, CT

Eric Tashlein is dedicated to providing comprehensive financial planning services tailored to meet your unique needs. As your trusted local financial advisor, he is committed to helping you achieve your financial goals and secure your future. We know that everyone has a unique story, with unique financial challenges. We are here to help you overcome them with completely personalized strategies.

Madison, CT Financial Advisor

Madison, CT Financial Advisor

As  an experienced financial advisor in Madison, CT, Eric Tashlein is not only close by, but also has a deep knowledge of the financial nuances that affect Connecticut residents. As Tax laws can differ from state to state, working with a local advisor like Eric Tashlein can make a world of difference. We also understand that life gets busy, so we can work with you remotely as well. We’re just a phone call or a Zoom meeting away!

Financial Planning Services

Retirement Planning

Planning for retirement is essential for financial security in your golden years. Our certified financial planner-led team in Madison, CT can help you create a personalized retirement strategy to maximize your savings and ensure a comfortable retirement. The sooner you start planning, the better, however, it’s never too late to take a look and make a plan. Let’s do it together!

Investment Management

As an experienced financial advisor in Madison, CT,  Eric Tashlein offers comprehensive investment management services tailored to your risk tolerance, financial goals, and time horizon. We will work closely with you to develop a personalized investment strategy designed to grow and protect your wealth over the long term.

Estate Planning

Protecting your assets and ensuring your legacy is preserved for future generations requires careful estate planning. Our Madison, CT financial advisors specialize in estate planning strategies that minimize tax liabilities and facilitate a smooth transfer of wealth. Don’t let your heirs get caught in the throes of probate! Make a plan today with OES!

Tax Planning

Strategic tax planning is integral to optimizing your financial situation. Our Madison, CT financial planner team will work closely with you to develop tax-efficient strategies that minimize your tax burden and maximize your savings. We want to help you keep more of your hard-earned money!

Why Choose OES Wealth Partners in Madison, CT?

  • Local Expertise: As your local financial advisor in Madison, CT, we have a deep understanding of the unique financial landscape in the area. We leverage our local expertise to provide personalized solutions that align with your goals and objectives.
  • Comprehensive Approach: At OES Wealth Partners, we take a holistic approach to financial planning. Whether you're planning for retirement, managing your investments, or navigating complex tax issues, our local team is here to help you every step of the way.
  • Client-Centric Service: Your financial well-being is our top priority. Our Madison, CT financial planners are committed to providing exceptional client service and building long-lasting relationships based on trust, integrity, and transparency.
Financial Advisor Near Me

Financial Advisor Near Me

If you’re looking for a “financial advisor near me,” or a “financial planner near Madison, CT,” look no further! We are here and ready to help you achieve your goals! With years of experience and a team of professionals dedicated to your financial success, there’s no reason to put it off! So, are you ready to take control of your financial future? Contact our Madison, CT office today to schedule a consultation with one of our experienced financial professionals. Let us help you turn your financial goals into reality.