Mission
Helping people achieve financial success by inspiring them to build and plan for a successful and secure financial future.
Expertise
Todd M. Zeidenberg is a Senior Financial Advisor, Allied Wealth Partners. Todd is a registered representative and investment advisor representative. He graduated from Nichols College with a major in Business Administration. Todd has earned his Series 6, 63, 65, and 7 registrations as well as his Life, Health and Ethics Insurance licenses. Todd successfully completed the rigorous qualification process through the American College to obtain his Chartered Financial Consultant (ChFC) designation as well as his Chartered Life Underwriter (CLU) designation. He also holds the CLTC designation (Certification in Long Term Care) to help families better prepare for life after retirement.
Todd has been a financial advisor for over 30 years. He has specialized in guiding and advising individuals, families, and businesses with the accumulation and preservation of wealth through comprehensive investment, retirement, estate and business planning strategies as well as life, health, and disability insurance programs.
The process described above is considered to be a holistic approach to wealth preservation, accumulation and distribution. Sometimes, this all-encompassing approach is not always utilized, so Todd’s focus is on enhancing his client’s financial wellbeing through the holistic approach.
Ideally, it’s better to create a financial strategy before a crisis occurs. One of the greatest benefits of creating a comprehensive financial strategy is its ability to prepare you to better handle the inevitable financial roadblocks thrown in life that can detour you from achieving your life goals. Helping clients plan for the certainty of uncertainty.
Todd’s commitment to his clients and strong values have earned him an excellent reputation in the industry. He is a member of the Premier Resource Group; (NAIFA) The National Association of Insurance and Financial Advisors; (FPA) Financial Planning Association and a Qualifying Member of the Million Dollar Round Table (MDRT), an international network of financial services professionals.
In 2022 Todd was recognized in CT Magazine as a Five Star Wealth Advisor.
Personal
Todd lives in Guilford, CT with his wife Judy and sons Toby & Blake. Todd enjoys coaching youth sports as well as working out (cross fit), golf, tennis and martial arts (Aikido). Todd has also provided financial literacy workshops at local high schools.
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria.
Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a
registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history
review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or
revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed
or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered
through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process;
feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D.
Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4.
Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year
client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education
and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not
evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a
higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement
of the wealth manager by any client nor are they representative of any one client's evaluation. The Five Star award is not indicative of the wealth manager's future
performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the
selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the
research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This
recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for
participation or in connection with obtaining or using the third-party rating or award.
