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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

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

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

Jeffrey R. Kass

CFP®, EA

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Investment & Tax Strategies LLC

PO Box 5265
Brookfield, CT 06804

Carl M. Christie

CFP®, CFS, MBA

Personal Financial Advisor

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

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

Ameriprise Financial Adv

99 E River Dr, Fl 8
East Hartford, CT 06108-7301
(860) 595-8262

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

Bert T. Bowler

CFP®

Principal

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Round Rock Advisors LLC

65 Locust Ave, Ste 103
New Canaan, CT 06840
(203) 920-4774

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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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

Gerald C. Morneault, Sr.

CFP®

President

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

Financial Advisor serving Connecticut and the surrounding communities.

Horizon Financial Services

439 Prospect St
Torrington, CT 06790
(860) 496-7178

Deborah A. Tata

CFP®, CHFC, MBA

Personal Financial Advisor

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

Financial Advisor serving Connecticut and the surrounding communities.

Ameriprise Financial Services, Inc.

530 Middlebury Rd, Ste 204B
Middlebury, CT 06762
(888) 884-2805

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

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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David J. Boczar

CFP®, CFA

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

Financial Advisor serving Connecticut and the surrounding communities.

Emerald Wealth Advisors

191 Post Rd W
Westport, CT 06880
(203) 221-2623

Jeffrey R. Russek

CFP®

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

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

Russek Financial Services

565 Washington Ave
North Haven, CT 06473
(203) 985-8277

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

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

Andrew Worthington

CFP®

Financial Advisor

Specialties: Attending College, Asset Allocation, Estate Planning, Mutual Funds, Retirement, Stocks &...More

Financial Advisor serving Connecticut and the surrounding communities.

UBS Financial Services

One State Street, Suite 1600
Hartford, CT 06103
(860) 275-8067

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

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

Derek S. Pirruccello

CFP®

Specialties: Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment...More

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

The VHP Group, Merrill Lynch

100 Eugene O'Neill Dr
New London, CT 06320
(800) 937-0856
(860) 447-7437

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

John Shanley

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

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

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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Joseph Schreck

CFP®

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

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

Schreck Wealth Management

110 Washington Ave, 3rd Floor
North Haven, CT 06473
(203) 234-6340

Michael C. Riley

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Ameriprise

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

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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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

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

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

302 W Main Street, Suite 206
Avon, CT 06001

Milestone Asset Management Group

488 Wheelers Farm Rd Ste. 120
Milford, CT 06461
CONNECT WITH Rich
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