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Edward P. Brennan

CFP®

Specialties: Investment Management, Retirement, Stocks & Bonds, Long-term Care

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

LPL Financial Services

47 Neptune Ave
Norwalk, CT 06854-4823
(203) 454-2311

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

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

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

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

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

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

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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Lisa A. Cerbone-Montalto

CFP®, CRPC®, CIMA®

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Buying a Home, Charitable ...More

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

Merrill Lynch

63 Copps Hill Road
Ridgefield, CT 06877
(203) 894-7852

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

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

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

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

Greg Hammond

CFP®, CPA

President

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

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

Hammond Iles Wealth Advisors

100 Great Meadow Rd, Ste 701
Wethersfield, CT 06109

Hammond Iles Wealth Advisors

102 Halls Road
Old Lyme, CT 06371
(800) 416-1655
(860) 258-2600
CONNECT WITH Greg
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John W. Eckel

CFP®, CFA

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Pinnacle Investment Management, Inc.

Greystone Ct W, 573 Hopmeadow St
Simsbury, CT 06070
(860) 651-1716

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

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.

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

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

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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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

Claudia Jacques-Soto

CFP®, CLU, ChFC

Financial Planner

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

Financial Advisor serving Connecticut and the surrounding communities.

Capital Strategies, Inc.

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

Zoltan Pongracz

CFP®, ChFC®, AIF®

Financial Planner

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

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
CONNECT WITH Zoltan
  • linkedin link

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

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
  • linkedin link

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

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

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