HMC

Kingston Wealth Management Group

Financial planner in Hartford

Updated: April 29, 2024 04:11 AM

Kingston Wealth Management Group is located in Hartford (City in Connecticut), United States. It's address is 152 Deming St, South Windsor, CT 06074.

152 Deming St, South Windsor, CT 06074

RCCW+JC South Windsor, Connecticut

(860) 432-9075

kingstonwm.com

Check Time Table for Kingston Wealth Management Group


Monday9 AM to 5 PM
Tuesday9 AM to 5 PM
Wednesday9 AM to 5 PM
Thursday9 AM to 5 PM
Friday9 AM to 5 PM
SaturdayClosed
SundayClosed

Questions & Answers


Where is Kingston Wealth Management Group?

Kingston Wealth Management Group is located at: 152 Deming St, South Windsor, CT 06074.

What is the phone number of Kingston Wealth Management Group?

You can try to calling this number: (860) 432-9075

What are the coordinates of Kingston Wealth Management Group?

Coordinates: 41.8215759, -72.5539706

Kingston Wealth Management Group Reviews

Jennifer Capozziello
2024-01-31 00:33:37 GMT

I was very particular about choosing a financial advisor for me and my family and was THRILLED when I discovered Dean Spada and Kingston Wealth Management. Dean is an expert in his field, a trusted partner, knowledgeable personable, and responsive. I learned so much from him in just our initial meeting. He has a family of his own so he’s relatable in that he understands the importance of financial decisions and security. He’s patient with all my questions and is prompt to respond to any outreaches. I highly recommend Dean and his team if you’re looking for someone you can trust and rely on to guide you with finances and investments.

Omega Vague
2023-08-11 15:49:52 GMT

After checking stellar reviews I decided to meet with Kevin over here at Kingston Wealth. Upon meeting it was clear that this company strives to assist in people's financial goals that are best suited towards the individual. Kevin really took his time to get to know me on a personal level and to build a financial plan that best suits me. I am pleased to see that in the short time that I have been doing business with them my portfolio has been growing. I highly recommend this team to help with your long-term financial needs.

CLARICE CUTLER
2024-01-13 21:26:52 GMT

Kevin Spada was very knowledgeable helping us navigate the best solutions for Medicare for my husband and Access Health CT for myself. He made it so easy for us! I recommend their services!

Greg Kelly
2023-04-05 18:36:43 GMT

I was very fortunate to have the opportunity to work with Kevin Spada, financial advisor at Kingston Management Group, in assisting me with signing up for Medicare. He was very helpful in sorting out the plethora of options and providing recommendations for the best plan to meet my needs. Kevin was very warm, attentive and friendly yet also extremely knowledgeable in his field. I had a 5-star experience. His efficiency and expertise made the entire experience seamless and painless. He was extremely helpful & attentive, returning emails & phone calls promptly. If you're looking for a real professional, someone to trust with your personal and/or business financial matters, look no further- Kevin’s your guy. It was refreshing to deal with a true professional, Kevin and his firm exceeded all my expectations.
Greg Kelly

Maria Pagani-Mulazzi
2023-08-28 18:35:39 GMT

I was referred to Kevin from a friend who recently retired. When I first met with Kevin, I was truly impressed with his knowledge of Medicare and the help he provided me in picking a supplemental plan as I just retired. As time went on, I met with Kevin in regard to Homeowner and Car insurance and my personal investments. I am extremely pleased with the services he has provided. Kevin is a wealth of information and is always willing to go the extra mile.

J C
2023-01-30 14:47:39 GMT

Dean has been an amazing financial advisor to us over the past few years. Based on our financial situation, we figured it would take us several years to prepare for the purchase of a new home for retirement. However, through Dean's clear vision and guidance, we were able to accomplish this within one year! Dean answered all of our questions and helped make the whole process go smoothly. Dean is amazing and we highly recommend him!

Roger Russell
2022-03-23 20:06:40 GMT

I first met Dean Spada in 2006 while he was employed by my local commercial bank. I had recently retired. We discussed options and alternatives for reinvesting my 401K. After a detailed analysis of my wants, needs and goals Dean put together some innovative options that showcased his approach to investing and gave me some real choices.

I was so impressed I brought my father to consult with Dean as well. Eventually my wife, brother and son also became clients. In 2011 when Dean advised he was starting his own business, Kingston Wealth Management, we all came on board enthusiastically.

Over the years I have continued to be impressed by the firms superb performance. The approach of identifying a clients real goals and needs continues to be a strong point. The office is staffed with competent friendly professionals who step up whenever needed.

I continue to be a supremely satisfied customer who refers this company to friends and acquaintances.

Roger B. Russell

Nadine Romay
2022-07-27 17:30:38 GMT

We began working with Kevin Spada over 5 years ago, and our experience has been absolutely excellent. Kevin took the time to learn about us and know our comfort levels. He continues to fully explain our options and answers all our questions with patience. His comprehensive knowledge of the best products for us ensures confidence our investment needs are well served.

From 401Ks, annuities and other investments, to income tax preparation, we know we can count on superb guidance with Kevin and his team. As I approach the confusing and unknown territory that is Medicare, I am grateful to have his steady and knowledgeable hand to guide me through the process and take me in the best direction.

We would absolutely recommend Kevin Spada and Kingston Wealth Management as a solid source for all financial decisions. We look forward to continuing our relationship with Kevin and count on his guidance as our economic needs evolve.

Sharon Asselin
2023-02-05 00:44:39 GMT

We were referred to Kingston Wealth by our neighbor, who definitely did not steer us wrong. We have found Kevin Spada to be knowledgeable, thorough, helpful, conscientious, and a great communicator. He meets with us on a quarterly basis to go over our investments, and whenever we have questions, he responds so quickly, it is AMAZING!

Some of the items he has helped us with: recommendations for portfolios and best strategies, including proactively contacting us with advice on switching holdings; assistance with Social Security paperwork; researching our Medicare options and providing recommendations for the best plans to meet our needs; assistance with tax questions; strategies for minimizing taxes on 401K distributions; and offering assistance with house/car insurance.

Kevin definitely goes above and beyond in providing us with great service!

Chris Magnano
2022-11-20 22:14:52 GMT

Financials & Family. Enough can not be said about the care Kingston Wealth Management Group has taken for my family over the years. From my late Babci (grandmother), to my mother, now me, the group has been phenomenal. Offering more than just "stock tips" they have helped my family map out our financial goals & life for over a decade. I would recommend anyone who is serious about their financial goals meet with the Kingston Wealth Management group.

Heather Turner
2022-07-01 16:57:40 GMT

My Mom and I have been clients of Dean Spada and his team at Kingston Wealth Management for over 10 years. His wealth of knowledge relating to financial stability is outstanding. He has helped us through many market shifts and has guided us on how to stay ahead of any issue related to the volatility of the current market. I would highly recommend his team if anyone has experienced any financial difficulties or is looking for a change in managing their funds.

Joyce Bonney
2022-06-14 14:24:22 GMT

If you need a "go to person" for your financial needs Dean Spada should be at the top of your list. I believe that he has had my best interest at heart and finds the investments for my situation. He has taught me a lot over the years, but most of all to be patient, "it's an up and down market"! I am probably one of his most challenging client and he is always there, when needed. He gives special attention to his clients who, like me, needs more time to understand the world of finance!

Kevin Spada, his brother, has been doing my medical insurance and he does his research and always recommends the best coverage for my needs.

I would, and have, highly recommended both Dean and Kevin to family and friends and they have never been disappointed. They are both experienced and knowledgeable in their field.

Mark Sloate
2022-05-25 22:35:22 GMT

Working with Dean and his team for more than twenty years has been a most positive experience. They have continually provided unbiased guidance and have always been there to respond to all questions and concerns.The team Is very professional and attentive to my financial needs. I would recommend Kingston Wealth Management without hesitation.

Lois Pinkham
2023-01-26 20:39:32 GMT

I was referred to Kevin by a former co-worker and my experience has been nothing short of pleasurable. Since recently retiring, Kevin has taken the time to explain things fully with me where I can understand clearly the future goal for my finances. I have recommended him and his group to family members as well.

Patricia Brill
2022-03-24 16:08:27 GMT

My experiences with Kingston Wealth Management have all been positive. As I was looking to retire, I wanted to work with a firm that could help me with Financial Planning and Investment Strategies. I found what I needed with them. Any questions or concerns I have had have all been answered for me. In addition, they have facilitated the filing of my tax paperwork as well as offered advice regarding Medicare insurance. They are a one stop shop.

scott powers
2022-03-30 00:25:43 GMT

I know very little about investing and don't even understand many of the terms. Kevin Spada has taken time to explain everything, answer our questions, and never seems to be in a hurry to get us out of his office. And as a journalist, I ask a ton of questions and have never stumped Kevin. He always gets me an answer. I'll interrupt him and say "what do you mean by 'Inverse' funds?" Or, "What does 'ETF' stand for?" He pauses and explains, then returns to his ideas for investing. ... A friend told me about investing in I Bonds, and Keven explained -- in layman's terms -- why balanced funds would be better. I truly believe he could turn my money into more than what an I Bond would generate. ... When I left my job with a respectable 401k but not yet ready to retire, I went to Kevin. He explained his plan and in just a few years has turned those 401k assets into a lot more money. He also worked his magic with a small inheritance I received, and just did the same for my 30-year-old son-in-law. I wish I knew Kevin when I was in my 30s, because I honestly believe he'd have made me a boatload of money. Anybody -- especially millennials or Gen Xers -- would be wise to visit Kingston Wealth and hear their ideas for investing. I'd send any friend there. They will take care of you and treat you like a pal. If I could give Kingston six stars, I would.

Emily Bourassa
2023-02-02 23:41:34 GMT

Dean and his team are extremely knowledgeable, personable, and professional. Dean answers questions thoroughly and has his clients' best interests in mind!

John Pudelkiewicz
2023-04-17 15:06:04 GMT

I can sleep at night knowing Dean and his team have my back and keep me updated with what's going on with the markets. I feel confident with the direction they suggest in this ever changing world.

David Morin
2020-07-16 15:10:18 GMT

Always there when I have a question and very helpful

Write a review of Kingston Wealth Management Group


Kingston Wealth Management Group Directions
About Hartford
City in Connecticut

Hartford is the capital city of the U.S. state of Connecticut. The city, located in Hartford County, Connecticut, United States, had a population of 121,054 as of the 2020 Census. source

Top Rated Addresses in Hartford

Addresses Near Hartford