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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

Leonard J. Del Gallo, Jr.

CFP® & MPAS(sm)

Owner

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

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

Del Gallo Financial Services, LLC

195 West Main Street, Suite 7
Avon, CT 06001
(860) 675-5201

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

Dean M. Aita

CFP®

President

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

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

Aita Financial Group, Inc.

92 Bee Brook Rd
Washington Depot, CT 06794
(860) 868-6140

laura sundquist

CFP®, CPA

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Sage Financial Design

39 Pioneer Dr
New Hartford, CT 06057
(860) 658-0443

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

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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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

John H. Driscoll, Jr.

CFP®, J.D., LL.M.

Senior Vice President

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

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

Webster Private Bank

City Place II, 185 Asylum St, 3rd Flr
Hartford, CT 06103
(860) 692-1340

Nancy B. Fellinger

CFP®, CDFA

Financial Planner

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Sensible Money, LLC

29 Northgate
Simsbury, CT 06070
(888) 697-3847 3
(843) 253-0187
CONNECT WITH Nancy
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Wayne L. Locke

CFP®

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

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

Matson Financial Advisors Inc

4 Mountainview Ter, Ste 104
Danbury, CT 06810-4145
(203) 743-0131

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

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

Rich C. LoPresti

CFP®, CWS®

Certified Financial Planner™

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

488 Wheelers Farm Rd Ste. 120
Milford, CT 06461

Milestone Asset Management Group

302 W Main Street
Avon, CT 06001
(203) 951-1133
CONNECT WITH Rich
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Christopher Eckert

CFP®

Senior Vice President

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

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

UBS Financial Services Inc.

8 Wright Street, 3rd Floor
Westport, CT 06880
(203) 291-1087
CONNECT WITH 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

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

Stephen P. Nitz

CFP®

Vice President

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

Financial Advisor serving Connecticut and the surrounding communities.

Fairfield County Financial Services

438 Bucks Hill Rd
Southbury, CT 06488
(203) 648-0541

John Shanley

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

573 Hopmeadow St
Simsbury, CT 06070
(845) 803-2443

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

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

Katherine F. Alcorn

CFP®

CFP®

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

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

Alcorn Financial Group

10 Bay St
Westport, CT 06880
(203) 293-4194

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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Sandra S. Baranowski

CFP®

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

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

Cambridge Investment Research

243 E Center St
Manchester, CT 06040
(860) 432-5604

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

Jennifer Nicasio

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

HTG Investment Advisors Inc

50 Locust Ave
New Canaan, CT 06840
(203) 972-8262

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

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

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

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