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William F. Carothers

CPA, CFP®

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

W.F. Carothers & Co., LLC

1051 Old Academy Road
Fairfield, CT 06824
(203) 767-6631

James G. Hofmann

CFP®

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

J/M Financial Advisers Inc

6515 Main St, Ste 4
Trumbull, CT 06611
(203) 261-7117

John J. Kalamarides, Jr.

CFP®

Vice President - Wealth Management

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

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

RHK Capital

88 POST ROAD WEST, 3rd Floor
Westport, CT 06880
(800) 882-2889
(203) 682-0721

Ann D. Jevne

CPA, CFP®, PFS, AEP

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

Financial Advisor serving Connecticut and the surrounding communities.

Resnick Advisors

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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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

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.

Best Wise Associates

441 Oxford Rd
Oxford, CT 06478
(203) 888-0096

Diann E. McChesney

CFP®

Executive Vice President/CCO

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Asset Strategies, Inc

80 West Avon Rd
Avon, CT 06001
(860) 673-5500

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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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

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

David A. Zavarelli

CFP®

Financial Advisor

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

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

LPL Financial

83 Wooster Heights Rd, Suite 125
Danbury, CT 06810
(203) 747-8911
CONNECT WITH David
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Melanie E. Kregling

CFP®

First Vice President, Wealth Management

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

Financial Advisor serving Connecticut and the surrounding communities.

Noble Wealth Advisors of Janney Montgomery Scott LLC.

321 Whitney Ave.
New Haven, CT 06511
(866) 580-2853
(203) 784-3082

Sally Kennedy

CFP®, EA

Financial Planner

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Real Financial Planning, LLC

705 Boston Post Road
Guilford, CT 06437
(203) 533-2512

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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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

Timothy J. Haas

CFP®, MBA

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

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

44 Old Ridgebury Rd, Ste P-140
Danbury, CT 06810
(203) 456-3976

Marilyn S. Steinmetz

CFP®, MBA

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

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

Mutual Service Association

30 Tower Ln, Suite 135
Avon, CT 06001-4231
(860) 674-2466

Vern C. Hayden

CFP®

President

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

Financial Advisor serving Connecticut and the surrounding communities.

The Center for Retirement and Investment Planning LLC

55 Greens Farms Rosd
Westport, CT 06880
(203) 557-5551

Loretta Nolan

CFP®

President

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Loretta Nolan Associates, LLC

13 Arcadia Rd, Ste 10
Old Greenwich, CT 06870-1743
(203) 637-1402

Kelly Ennis

CFP®

President

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Infinity Financial Strategies

PO Box, 214
Granby, CT 06035
(860) 264-5831
CONNECT WITH Kelly
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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

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

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

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

1101 Cheshire St
Cheshire, CT 06410

Buchman Financial Wealth Management

378 Boston Post Road
Orange, CT 06477-1649

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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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, CT 06437
(203) 453-6313

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

140 Sherman St, 4th Flr
Fairfield, CT 06824

Advanced Capital Advisors

628 Hebron Ave
Glastonbury, CT 06033
(203) 255-0504