Memorial Bridge - Springfield, Massachusetts

Welcome

St. Germain Investment Management’s mission is to optimize our customers’ investments based on their goals while delivering exemplary, personalized service regardless of the size or scope of their assets.

  • Established in 1924
  • Assets under management: $850MM
  • Private ownership
  • Hartford, CT and Springfield, MA offices
  • Clients throughout the USA and 10 other countries

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Does your financial plan fit?

The old saw, “If you don’t have a plan, plan to fail,” is particularly apt for those who do not have a financial plan. However, having a financial plan that doesn’t fit your objectives can be just as harmful. It’s never too late to plan your future.

  • Consult with a certified financial planner [CFP] who understands your goals
  • Planners can put objectivity in short-term fluctuations
  • Financial plans help avoid short-sighted decisions
  • Certain states even require lottery winners to consult with a CFP before collecting

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News and Events

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