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Jeffrey R. Kass

CFP®, EA

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Investment & Tax Strategies LLC

PO Box 5265
Brookfield, CT 06804

Ann D. Jevne

CPA, CFP®, PFS, AEP

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

GYL Resnick

20 Ketchum St
Westport, CT 06880
(203) 226-8262

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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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

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

Jan Wise

CFP®

Financial Advisor

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

Financial Advisor serving Connecticut and the surrounding communities.

Wise Wealth

60 Waterbury Rd, Suite G
Prospect, CT 06712
(203) 888-0096

John W. Durkin

CFP®

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

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

57 North St, Ste 207
Danbury, CT 06810-5627
(203) 797-1003

Panfilo Guglielmi, Jr.

CPA, CFP®, PFS®

Principal

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Advanced Capital Advisors

628 Hebron Ave, Bldg No 2
Glastonbury, CT 06033

Advanced Capital Advisors

140 Sherman St
Fairfield, CT 06824
(860) 633-5559

Dennis L. Morin

CFP®

Financial Advisor, MBA, 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.

GFA Financial Group

281 Hartford Tpke, Ste 405
Vernon, CT 06066
(860) 896-0090

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

Thomas J. Thompson

CPA, CFP®

Owner

Specialties: Comprehensive Financial Planning, Attending College, Employee Benefits, Retirement

Financial Advisor serving Connecticut and the surrounding communities.

Thomas Thompson, CPA, CFP

21 Mill Hill Circle Rd
East Haven, CT 06513
(203) 234-8686

Robert E. Dains

CFP®

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

Financial Advisor serving Connecticut and the surrounding communities.

Robert E. Dains, CPA, CFP(R)

2296 Main St
Stratford, CT 06615
(203) 383-4411

R. Christopher Damon

CFP®, CPM, CRPC, AAM

Managing Director

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

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

Ameriprise Financial

205 Old Boston Post Rd, 2nd Floor
Old Saybrook, CT 06475
(877) 323-9950
(877) 323-9950
CONNECT WITH R. Christopher
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Elizabeth Cox

CPA, CFP®, CDFA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Asset...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Merit Financial Partners, LLC

80 Lonetown Road
Redding, CT 06896
(203) 221-2799

Mark J. Steffen

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Sightlinewa.com

495 Goldstar Highway, Suite 100
Groton, CT 06340-6229
(860) 448-0611

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

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

44 Old Ridgebury Road
Danbury, CT 06810

Reby Advisors

27 Shorefront Park
Norwalk, CT 06854
(203) 790-4949

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

John Shanley

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

281 Farmington Ave
Farmington, CT 06032
(860) 470-0290

Camille Gagliardi

CFP®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Nontraditional Households

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

57 North Main St
West Hartford, CT 06107
(860) 313-1313

Dana R. McLaughlin

CFP®, C(k)P®, RLP®

Managing Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving Connecticut and the surrounding communities.

TrinityPoint Wealth

612 Wheelers Farms Rd.
Milford, CT 06461
(203) 693-8525

Kristina W. Oswald

CFP®

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

Financial Advisor serving Connecticut and the surrounding communities.

Planning Partners

PO Box 365
Collinsville, CT 06022
(860) 693-9916

Jeffrey Larrow

CFP®

Specialties:

Commission Financial Advisor serving Connecticut and the surrounding communities.

Larrow Insurance & Financial Strategies, LLC

898 North Main St
Danielson, CT 06239
(860) 792-0454

Rick Balmaseda

CFP®

Senior Vice President-Investments

Specialties: Retirement

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

Benjamin F. Edwards

Benjamin F. Edwards/Rick Balmaseda, 1 Reserve Rd.
Danbury, CT 06810
(203) 790-8700

Eliot M. Weissberg

CFP®

President

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

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

The Investors Center

70 East Main St, PO Box 1447
Avon, CT 06001
(888) 456-0203
(860) 677-8808
CONNECT WITH Eliot
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Alexander R. Monte

CFP®

Certified Financial Plannerâ„¢

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Monte Financial Group LLC

30 Long Hill Rd
Guilford, CT 06437
(203) 453-6851
(203) 453-6851
CONNECT WITH Alexander
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Rich C. LoPresti

CFP®, CWS®

Certified Financial Plannerâ„¢

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Milestone Asset Management Group

22 Lafayette St
Milford, CT 06460

Milestone Asset Management Group

302 W Main Street
Avon, CT 06001
(203) 951-1133
CONNECT WITH Rich
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Mark R. Jones

CFP®, CFA, CLU, ChFC

Personal Financial Advisor

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

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

Fiduciam Financial

124 New Milford Tpke (Rte. 202)
New Preston, CT 06777
(800) 895-6625
(860) 672-2201xt 221

Richard E. Chiozzi

CFP®

Specialties: Retirement

Financial Advisor serving Connecticut and the surrounding communities.

Boston Retirement Advisors, LLC

720 Goose Lane
Guilford, CT 06437

Boston Retirement Advisors, LLC

720 Goose Ln
Guilford, CT 06437
(203) 453-2806

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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