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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

Jennifer D. Barry

CFP®

Registered Investment Advisor

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

Financial Advisor serving Connecticut and the surrounding communities.

Capital Strategies

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

Carolyn B. Settzo

CFP®

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

1 Franklin Court
Newtown, CT 06470

Jeffrey L. Corliss

CFP®

Executive Director

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Getting Divorced...More

Financial Advisor serving Connecticut and the surrounding communities.

RDM Financial Group

10 Wright Street, 1st Floor
Westport, CT 06880
(203) 255-0222

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
CONNECT WITH Paul
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Charles V. Johnson

CFP®

Assistant Vice President

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

Financial Advisor serving Connecticut and the surrounding communities.

AdviceOne, LLC

18 Willow Green Way
Glastonbury, CT 06033
(860) 659-4900 x253

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

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

Lili A. Vasileff

CFP®, MAFF, CDFA

Owner and President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Arbitration & Mediation, 401(k...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Divorce and Money Matters, LLC

2 Greenwich Office Park, Building 2 West Suite 300
Greenwich, CT 06831
(203) 622-4911
CONNECT WITH Lili
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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
(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

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

James A. Thibault

CFP®

Managing Partner

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Barron Financial Group, LLP

103 Albert St
Torrington, CT 06790
(860) 489-0432
CONNECT WITH James
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Mary Beth Sharkey

CFP®, CEBS, CLU, ChF

Financial Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Getting Divorced...More

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

Future FWD Advisors

29 Side Cut Road
West Redding, CT 06896
(646) 378-4600

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

William M. DiCristofaro

CFP®, CLU®, MBA

Financial Planner

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

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

New England Financial Group

101 Moodus Leesville Road, PO Box 437
East Haddam, CT 06423-0437
(860) 521-1119

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

Thomas P. McGuigan

CFP®

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

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

Exencial Wealth Advisors

PO Box 623
Old Lyme, CT 06371
(888) 434-5999
(860) 434-5999

Michael Lynch

CFP®

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

Financial Advisor serving Connecticut and the surrounding communities.

Barnum Financial Group

220 Judith Terrace
Stratford, CT 06614
(203) 513-6032

Zoltan Pongracz

CFP® ®, ChFC®

Financial Planner

Specialties:

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

Barnum Financial Group

6 Corporate Drive, Suite 550
Shelton, CT 06484
(203) 513-6094

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

Thomas J. Britt

CFP®

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

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

Benchmark Wealth Management, LLC

PO Box 525
Old Lyme, CT 06371
(888) 434-6890 x1
(860) 434-6890 x1
CONNECT WITH Thomas
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Thomas F. Scanlon

CFP®, CPA

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Mutual Funds

Financial Advisor serving Connecticut and the surrounding communities.

Borgida & Company, P.C.

360 E Center St
Manchester, CT 06040
(860) 646-2465

Robert J. Leiphart

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.

4 Research Drive, Suite 402
Shelton, CT 06484
(203) 242-3141
CONNECT WITH Robert
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Joan M. Kenney-Romano

CFP®

Private Wealth Advisor

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

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

Ameriprise Financial Services, Inc.

2425 Post Road, Suite 302
Southport, CT 06890-1267
(203) 222-4994 x4

Ronald E. Williams, Jr.

CFP®

President

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

Financial Advisor serving Connecticut and the surrounding communities.

Empower Financial Advisory

655 Winding Brook Drive
Glastonbury, CT 06033
(860) 494-2600

John Helmke

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

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

Northwestern Mutual

29 S Main St
West Hartford, CT 06107
(860) 570-7437

John A. Henehan

CFP®

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

Financial Advisor serving Connecticut and the surrounding communities.

Ameriprise Financial Advisors

111 Founders Plaza, Suite 1402
East Hartford, CT 06108
(860) 218-2235

Thomas P. Morrone

CFP®, CPA

Specialties: Comprehensive Financial Planning

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

U.S. Wealth Management

5 Saint John St
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