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Saugatuck Financial Logo
Saugatuck Financial CB Rank
1996782
Heat Score
42
Saugatuck Financial is a financial services company that provides insurance planning, and financial planning services.
Founded
obfuscation
Private Westport, Connecticut, United States11-50 www.saugatuck-financial.com
Finance
Financial Services
Insurance
Overview

Saugatuck Financial
Heat Score
42

Growth Score
pts
in past quarter
Heat Score 42
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Saugatuck Financial

CB Rank
1996782
Saugatuck Financial is a financial services company that provides insurance planning, and financial planning services.
Founded
obfuscation
Private Westport, Connecticut, United States11-50 www.saugatuck-financial.com
Finance
Financial Services
Insurance

Details

Legal Name Saugatuck Financial
Operating Status Active
Company Type For Profit
Founders  Justin Charise
Phone Number +1 203 221 5275
Contact Email laurie.c.trepel@nm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that integrates risk management, wealth management, tax strategies, estate planning, and retirement income distribution into a unified financial plan.
Investment Portfolio Management
Oversight and management of client investment portfolios through research, portfolio construction, and performance monitoring.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 5
News
Technology
View Tech Report

IT Spend

$29.2KThis year, Saugatuck Financial is projected to spend $29.2K on IT, according to Aberdeen.
Sub-Organizations
Frequently Asked Questions

Where is Saugatuck Financial's headquarters? Saugatuck Financial is located in Westport, Connecticut, United States.Who are Saugatuck Financial's competitors? Alternatives and possible competitors to Saugatuck Financial may include Berkshire Investment Group, American Wealth Advisers, and  Cross Financial Management.
Who We Are
What We Do
Helpful Links
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