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Travis Ramsdell

Starting his practice in 1996, Travis Ramsdell has over 25 years of experience in the financial services industry.

Starting his practice in 1996, Travis Ramsdell has over 25 years of experience in the financial services industry.


Travis represents individuals, business, and non-profits throughout the country with a simple goal; to retain the confidence and trust of his clients through total commitment of consistently demonstrating professionalism, excellence, and always putting his clients' financial well-being above his own. 

His process is guided by a team of specialists that work collectively with your CPA, Attorney, Banker and other financial professionals to design and implement an integrated plan based on your core beliefs, priorities goals and objectives. 

He focuses on employee benefit and retirement plans as well as executive compensation packages designed to attract and retain talented employees and help foster growth. 

Active in the community, Travis is on the Board of Directors for the 360 Federal Credit Union, Construction Education Center & the Membership Chair for The Associated Builders & Contractors of CT.  An experienced presenter, he conducts seminars and educational sessions for both individuals and businesses throughout the area.

Travis is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., and is a graduate of the University of Connecticut, Storrs.   Travis resides in Suffield, Connecticut with his wife and two children. He offers securities in CA, CT, DC, FL, ID, KS, MA, MD, ME, NC, NH, NY, PA, RI, SC, TX, UT, VA, VT, WV and is insurance licensed in CT.

Specialties

Individual Financial Planning

Secure your future, one step at a time with personalized financial planning

Executive Compensation

Attract, retain, and reward top talent with strategic executive compensation

Estate Planning Strategies

Protect your legacy and secure your family's future with comprehensive estate planning strategies

Retirement/Pension Plans

Retire in comfort with a pension plan that helps secure your future

Life Insurance

Protecting your loved ones' future, even when you're not there

Investments & Equities

Unlock the potential of your money with smart investments and equities management

Strategic Financial Planning

Chart your financial course with precision and confidence through strategic planning

Travis Ramsdell is a Registered Representative and Investment Adviser Representative of Equity Services Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue Suite 900 New York NY 10017, 212-661-1600. WealthBridge Financial Group is independent of Equity Services, Inc.