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R. Michael Parry

CFP®, CSA

Investment Advisor

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Asset Allocation,...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Liberty Wealth Advisors

707 Summer St, 4th Flr
Stamford, CT 06901
(203) 253-5772

Craig S. Lappen

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Connecticut and the surrounding communities.

Twenty-First Century Financial Advisors Inc

945 Main St, Ste 104
Manchester, CT 06040
(888) 646-2100
(860) 646-2100

W. Gregory Rodiger, III

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

The Connecticut Group

500 Post Rd East, 1st Floor
Westport, CT 06880
(203) 291-4789

S. Alexander Pellish

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Connecticut and the surrounding communities.

495 Goldstar Highway, Suite 100
Groton, CT 06340
(860) 448-0611

Maria Carolina McGoey

CFP®

Wealth Management Associate

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Morgan Stanley

4 Landmark Square, 2nd Floor
Stamford, CT 06901
1-800-356-8789
(203) 326-6964
CONNECT WITH Maria Carolina
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Janice M. Johnson

MS, CFP®

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Career Change, Estate...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Jan Johnson MS, CFP®

156 E Center St
Manchester, CT 06040
(860) 647-7795
CONNECT WITH Janice
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Todd D. Shepard

CFP®

Financial Representative

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

New England Financial Group, LLC

65 LaSalle Rd, Ste 200
West Hartford, CT 06107
(860) 313-4833

Lisa A. Cerbone-Montalto

CFP®, CRPC®, CIMA®

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Buying a Home, Charitable ...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Merrill Lynch

63 Copps Hill Road
Ridgefield, CT 06877
(203) 894-7852

Paul Morrone

CFP®, CPA, MSA

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

U.S. Wealth Management

5 Saint John Street
North Haven, CT 06473
(203) 239-1099

Philip A. Nassau

CFP®

Manager

Specialties: Comprehensive Financial Planning, Investment Management

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Nutmeg Capital Advisors, LLC

241 Main St, 3rd Floor
Hartford, CT 06106-1862
(860) 524-3410

Arthur L. Szepesi

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Ameriprise Financial Adv

900 Main St S, Ste 101
Southbury, CT 06488
(203) 267-5888

Richard E. Chiozzi

CFP®

Specialties: Retirement

Financial Advisor serving Connecticut and the surrounding communities.

Boston Retirement Advisors, LLC

720 Goose Ln
Guilford, CT 06437

Boston Retirement Advisors, LLC

720 Goose Lane
Guilford, New Haven 06437
(203) 453-6313

Charles F. Kreitler

CFP®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Financial Advisor serving Connecticut and the surrounding communities.

Kreitler Financial

265 Church St, Suite 801
New Haven, CT 06510
(203) 867-4396

Katherine Fibiger

CFP®

Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Stratos Wealth Partners

1 Hickory Rd
Norwalk, CT 06851

Stratos Wealth Partners

8 Wright St
Westport, CT 06880
CONNECT WITH Katherine
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Elana M. Muzzey

CFP®, EA

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management,...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Buchman Financial Wealth Management

378 Boston Post Road
Orange, CT 06477-1649

Buchman Financial Wealth Management

1101 Cheshire St
Cheshire, CT 06410
(203) 439-9277

Carl J. Zuckerberg

CFP®, AIF, CIMA

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Connecticut and the surrounding communities.

RZH Advisors

1 Landmark Sqr, 11th Fl
Stamford, CT 06901
(203) 355-0888

Eric A. Tashlein

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Financial Advisor serving Connecticut and the surrounding communities.

Connecticut Capital Management Group LLC

2 Schooner Lane, Ste 1-12
Milford, CT 06460
(203) 877-1520

William H. Leete, Jr.

CFP®

Certified Financial Plannerâ„¢

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Monte Financial Group LLC

30 Long Hill Road
Guilford, CT 06437
(877) 218-1824
(203) 453-6851

Christopher M. Soulias

EA, CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Connecticut and the surrounding communities.

Tax & Financial Services

PO Box 157
Rockfall, CT 06481
(860) 349-7061

Michael C. Riley

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Ameriprise

120 Southwind Road
Waterbury, CT 06708
(203) 758-2456 x1

Jeffrey N. Mehler

CFP®

Principle

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Connecticut and the surrounding communities.

JN Mehler CFP LLC

147 Westbrook Rd
Essex, CT 06426
(860) 767-9700

Jeremy M. Lobo

CFP®, CFS

Managing Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Financial Advisor serving Connecticut and the surrounding communities.

Lobo & Pascale Wealth Management, LLC

1062 Barnes Rd, Ste 201
Wallingford, CT 06492
(203) 269-3700

Rudolf J. Weiss

CFP®, CLTC

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Reby Advisors

27 Shorefront Park
Norwalk, CT 06854

Reby Advisors

44 Old Ridgebury Road
Danbury, CT 06810
(203) 218-2687

Claudia Jacques-Soto

CFP®, CLU, ChFC

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Connecticut and the surrounding communities.

Capital Strategies, Inc.

2 Barnard Ln, 2nd Flr
Bloomfield, CT 06002
(860) 242-6797

Harvey Weinstein

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Integrated Wealth Coaching, LLC

18 Spring St
Milford, CT 06460
(860) 778-8168

James S. Cruice, Jr.

CFP®, ChFC, CLU

Chief Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Cruice Financial Planning

55 Greens Farms Rd
Westport, CT 06880

Cruice Financial Planning

68 Greenleaf Avenue
Darien, CT 06820

Robin A. Sherwood

CFP®

Personal Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

HTG Investment Advisors

50 Locust Ave
New Canaan, CT 06840
(203) 858-6584
CONNECT WITH Robin
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Elaine M. Potash

CFP®, ChFC®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Potash Financial

31 Brookside Dr
Greenwich, CT 06830
(203) 661-0610

Christopher J. Neubert

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Money Consultants, Inc.

2150 Post Rd, Suite 210
Fairfield, CT 06824
(800) 666-3261
(203) 319-3550

Daniel Granucci

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Reby Advisors

44 Old Ridgebury Rd, Ste 150
Danbury, CT 06810
(203) 617-0398