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Springboard Asset Management, LLC

5.0

About this business

Specialties Springboard Asset Management, LLC specializes in bringing low-cost, tax-managed, institutional-grade portfolios to all investors. We also provide full financial planning services. Meet the Business Owner Charles G. Business Owner Charles M. Green, CFP® is a veteran of the industry, having worked with many premier organizations and experiencing some of the best and worst market conditions we've seen since the Dow was established. Charles graduated from Southern Methodist University, Dallas, TX, with a Bachelor... read more

Location details

98 Elm St #2, Suite 2, Cheshire, CT, 06410, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 2:00 p.m.
SatClosed
SunClosed
5.03 reviews
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whoopskaboom's profile image
whoopskaboom 
10 years ago

A few years ago, we were fortunate enough to find the team of Charles and Rebecca Green of Springboard Asset Management. We had discovered that most Financial Planners peddle commission-based "financial products", which often benefit the advisor more than the client. Springboard was exactly what we wanted -- independent Fee-Only consultants who earn by helping us earn. While they clearly have a general strategy and philosophy, they offer custom-tailored solutions, based on *our* priorities, needs and sensibilities. They give... read more

Frequently asked questions about Springboard Asset Management, LLC

How is Springboard Asset Management, LLC rated?

Springboard Asset Management, LLC has a 5 star rating with 3 reviews. 

When is Springboard Asset Management, LLC open?

Springboard Asset Management, LLC is closed now. It will open tomorrow at 9:00 a.m. 

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