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Private Client Group | Westport Resources
http://www.westportresources.com/private-client-group
Built on Integrity, Service and Commitment. To the Financial Security of Our Clients. 8211; Main Menu –. Enduring Relationships…Quality Advice…Collaborative Approach. Westport Resources’ Private Client Group works with a select group of individuals, families, municipalities and institutions around the world to provide superior investment strategies and personalized results-oriented solutions. We invite you to take the next step Please contact the Private Client Group. SEC Rule 606 Order Routing Disclosure.
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Press Releases | Westport Resources
http://www.westportresources.com/press-releases
Built on Integrity, Service and Commitment. To the Financial Security of Our Clients. 8211; Main Menu –. Select a timeframe to view additional press releases:. 2008 – 2002. GIPS Compliance Verified by Ashland Partners and Company LLP Q1 2016. Westport Resources CEO Vaccaro Among Best Of Best Attending Barron’s Top Independent Advisors Summit. John Vaccaro Named One Of The Top Financial Advisors In America And Connecticut For Seventh Year Running. Westport Resources CEO John Vaccaro is Elected to Board of...
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Charity Golf Classic | Westport Resources
http://www.westportresources.com/charity-golf-classic
Built on Integrity, Service and Commitment. To the Financial Security of Our Clients. 8211; Main Menu –. The Westport Resources team is excited to announce the success of our third annual Charity Golf Classic. With help from friends and family who attended the Golf Classic, we succeeded in raising over $51,000 for the All Stars Project youth development programs. Visit the All Stars Project of Bridgeport. SEC Rule 606 Order Routing Disclosure. Registered with the SEC.
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Charity Golf Classic | Westport Resources | Westport CT, Naples FL
http://www.westportris.com/charity-golf-classic
Built on Integrity, Service and Commitment. To the Financial Security of Our Clients. 8211; Main Menu –. The Westport Resources team is excited to announce the success of our third annual Charity Golf Classic. With help from friends and family who attended the Golf Classic, we succeeded in raising over $51,000 for the All Stars Project youth development programs. Visit the All Stars Project of Bridgeport. SEC Rule 606 Order Routing Disclosure. With the SEC, member of FINRA ( http:/ www.finra.org/.
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White Papers | Westport Resources
http://www.westportresources.com/white-papers
Built on Integrity, Service and Commitment. To the Financial Security of Our Clients. 8211; Main Menu –. Three Reasons Why Your Financial Plan Isn’t Working. Emily Boothroyd, JD, CFP , CDFA. Planning, I’ve Done That! Eugene T. Miller. Director, Family Office Services. Many Things to Consider. Eugene T. Miller. Director, Family Office Services. Divorce: Not all Assets are Created Equal. Emily Boothroyd, JD, CFP , CDFA. To view this segment on our YouTube Channel. Emily Boothroyd, JD, CFP , CDFA.
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Media Coverage | Westport Resources | Westport CT, Naples FL
http://www.westportris.com/media-coverage
Built on Integrity, Service and Commitment. To the Financial Security of Our Clients. 8211; Main Menu –. Select a timeframe to view additional media coverage:. Current – 2012. How Paul Newman, Joel Smilow and Murphy Oil Inspire Charitable Giving (by John Vaccaro, CEO). American City Business Journals (published in 43 U.S. markets). US Stocks: The Only Game in Town (by William Matthes, Portfolio Manager). How Financial Advisors Mistreat Women (And What Women Can Do About It). Bay Watch News (Naples, FL).
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About Us | Westport Resources | Westport CT, Naples FL
http://www.westportris.com/about-us
Built on Integrity, Service and Commitment. To the Financial Security of Our Clients. 8211; Main Menu –. We provide a broad range of services to best help you achieve your financial goals:. We offer a full range of plans which include, Corporate and Individual 401(k)s, 403 (b)s, Pension and Profit-Sharing, Fixed and Variable Annuities, as well as Traditional, Roth, SEP, and SIMPLE IRAs, making sure the retirement program we select works best with your needs and lifestyle, and that it is strategically eva...
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Market Commentary | Westport Resources | Westport CT, Naples FL
http://www.westportris.com/market-commentary
Built on Integrity, Service and Commitment. To the Financial Security of Our Clients. 8211; Main Menu –. Letter from the Chief Executive Officer 2nd Qtr 2016. John Adams Vaccaro, CFP , CLU. Market Summary and Economic Outlook. Joe Tatusko, CFP , CFA. Shawn Blau, PhD. Avery Growth and Income. Global Tactical Asset Allocation. Tom Forester, CFA. Ray Hofshi, PhD. Joe Tatusko, CFP , CFA. Letter from the Chief Executive Officer 1st Qtr 2016. John Adams Vaccaro, CFP , CLU. Market Summary and Economic Outlook.
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Careers | Westport Resources | Westport CT, Naples FL
http://www.westportris.com/careers
Built on Integrity, Service and Commitment. To the Financial Security of Our Clients. 8211; Main Menu –. Planning Specialist Position- Naples, FL. The successful candidates will bring in new clients and have the opportunity to manage existing client relationships. You will be expected to lead various projects including portfolio reviews and preparing financial projections using Excel spreadsheets and Money Tree financial planning software. Thorough computer skills are essential with a particularl...Invol...
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Press Releases | Westport Resources | Westport CT, Naples FL
http://www.westportris.com/press-releases
Built on Integrity, Service and Commitment. To the Financial Security of Our Clients. 8211; Main Menu –. Select a timeframe to view additional press releases:. Current – 2012. 2008 – 2002. Read About The Success of Our 2015 Charity Golf Classic With The Allstars Project of Bridgeport. John Vaccaro Named One of The Top 100 Independent Financial Advisors in America by Barron’s Magazine For Seventh Consecutive Year. Investment Strategies Achieve Top Rankings for Third Quarter 2014. Westport Resources CEO Jo...