Our Past
The original company Advest represented the culmination of many mergers and acquisitions dating back to the late 1800s. What made Advest so special was their values: Values of service excellence and the ability to adapt to change within a fast changing industry while maintaining the heart and soul of the company. It is a company and name that will forever be part of the history of financial services in the state of Connecticut.
They say change comes to all things, and that was also true for Advest, Inc. After a series of acquisitions, the original company closed its doors almost 20 years ago. But that distinctive culture that made the original Advest so memorable now lives on with so many individuals - both former clients and employees.