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Al Hargrave, CPA
Willington Financial

Tel: 860-684-4470
384K Merrow Rd
Tolland, CT 06084
Willington Financial | Financial Advisor in Tolland ,CT

Your Partner On the Road to Financial Success


About Al Hargrave

Al Hargrave is a Certified Public Accountant with over 26 years experience. He has been a wealth advisor for over 20 years and enjoys offering comprehensive wealth management to his clients. By following a personalized, holistic approach, he finds great joy in providing highly customized solutions to each and every client, helping clients to achieve their financial goals.

Before joining Willington Financial, Al graduated from Brown University with a BS in Economics. He also received a certificate in accounting from the Assumption College continuing professional education program.

When not in the office, Al enjoys spending time with his wife and two daughters either on the softball field or on the soccer field.


About Willington Financial

Since 1990, Willington Financial has provided financial, tax and accounting services to individuals and businesses. We strive to offer a robust financial planning process that puts our clients' needs first as we create customized financial plans.

Our goal is to create a long-term plan that protects your needs now while also planning for the future, in a tax efficient manner. Together, our experienced team will work with you to build a solid and lasting financial structure that will grow and create wealth for you and your family.

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General Information

Firm Start Year:   1922
Name of Broker/Dealer:   Cetera Financial Specialists LLC
Number of Years with Current Firm:   20
Work with the following types of clients:   Businesses, Individual Investors, Investment Clubs, Trusts, Non-Profit Organizations
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts

Services

Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Options & Futures, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information

Assets Managed by Advisor:   $115,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Hourly, Flat Fee, Commissions, Based on Assets
Hourly Rate:   $250

Education

BS  - Economics   Brown University  - Providence, RI
09/01/1991-05/31/1995

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1891021/wiseradvisor-willington-financial-detailed-disclosure.html

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


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