Procyon Partners LLC- Financial Advisor Shelton, CT

Home > Financial Advisor Directory > connecticut > shelton

About Procyon Partners, LLC

At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals.

As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.

See Disclosures

General Information

Firm Start Year

2017

No. of Employees

50-99

Firm CRD#

288239

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Procyon Partners garnered extensive experience in a variety of areas within the realm of financial planning and wealth management. We have assisted numerous clients in crafting comprehensive investment strategies tailored to their unique goals and risk tolerances. This involved conducting thorough financial assessments, analyzing market trends, and recommending suitable investment vehicles such as stocks, bonds, mutual funds, and ETFs. Additionally, we have provided guidance on retirement planning, helping individuals and families prepare for a secure and comfortable retirement through strategies such as 401(k) rollovers, IRA contributions, and many other investments. Procyon's 20 advisors always act in a fiduciary capacity with our clients, providing comprehensive wealth management strategies to ensure our clients achieve exceptional outcomes.

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs

Advisory Services Provided

Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, 401K Rollovers

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Casualty, Property, Disability

Firm Information

Assets Managed by Firm

$7,000,000,000

Assets Managed by Advisor

$7,000,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee, Based on Assets

Disclosures

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

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892278/paladinregistry-Procyon-Partners,-LLC-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Procyon Partners, LLC