Horsey & Company, LLC
Wade Horsey, CFA,MBA,MSEE,BSEE
Wealth Manager
860-904-5724
info@horseycompany.com
Welcome to Horsey & Company, LLC

Horsey & Company, LLC is an independently owned wealth management firm that offers personalized service to clients. We would like to assist clients in taking the steps necessary to protect, conserve, grow or distribute their assets.  Goals, risk profile and investment objectives are key to any plan that is developed.  Our independence allows us to offer an unbiased, objective approach to working with our clients' financial, investment and estate needs.  Each client's individual situation is unique and deserves an equally unique customized approach.

 

We offer the opportunity to provide the assistance that clients need to augment the management of their investment resources.  We meet with clients to discuss were they are, where they want to be and develop a methodology for moving forward. Once a plan is constructed, we utilize the full range of investment vehicles to include stocks, money markets, retirement accounts, mutual funds, bonds, government securities, insurance and alternative investments to achieve an asset allocation in line with the client's profile.

 

Please call us today at (860) 904-5724 for an assessment of your financial, investment, retirement and estate needs.  Let us help you build and maintain a plan that allows you to accommodate your changing needs.

Latest Video Client Alert
Newsletters
  • Points to Consider If Your Retirement Goal Seems Out of Reach
    Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal setting is a key factor
  • Last-Minute Tax Tips
    It's that time of year again--tax filing season. And while many taxpayers like to get a head start on filing their returns, there are those of us who always
  • The Cost of Waiting
    Starting to save early means your money has more time to go to work for you. Even if you can only afford to set aside small amounts, compounding earnings can
  • How much can I contribute to my IRA in 2015?
    The combined amount you can contribute to your traditional and Roth IRAs remains at $5,500 for 2015, or $6,500 if you'll be 50 or older by the end of the year. You can
  • Is there a new one-rollover-per-year rule for 2015?
    Yes. The Internal Revenue Code says that if you receive a distribution from an IRA, you can't make a tax-free (60-day) rollover into another IRA if
    
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100 Pearl Street, Hartford CT 06103 (860) 904-5724
Securities and investment advisory services offered through NEXT Financial Group, Inc., Member
FINRA/SIPC.
To view NEXT Financial Group's privacy policy and other important information, visit the "Customers" section of
www.nextfinancial.com.

Horsey & Company, LLC is not an affiliate of NEXT Financial Group, Inc.

Investment products and services available only to residents of : AZ, CT, FL, MA, ME, NY, OH, VA