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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

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

68 Greenleaf Avenue, P.O. Box 1145
Darien, CT 06820

Cruice Financial Planning

55 Greens Farms Rd
Westport, CT 06880
(203) 221-0202

John J. Kalamarides, Jr.

CFP®

Vice President - Wealth Management

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

Robert P. Kreitler

CFP®

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

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

Kreitler Financial LLC

265 Church Street, Suite 801
New Haven, CT 06510
(203) 867-4396

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

935 Main Street, Suite 4B
Manchester, CT 06040
(860) 432-5604

Thomas F. Scanlon

CFP®, CPA

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Mutual Funds

Financial Advisor serving Connecticut and the surrounding communities.

Borgida & Company, P.C.

360 E Center St
Manchester, CT 06040-4440
(860) 646-2465

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

Ernest J. Brousseau

CPA, CFP®

RIA

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

Financial Advisor serving Connecticut and the surrounding communities.

Ernest J. Brousseau, CPA, CFP

193 East Center Street
Manchester, CT 06040
(860) 645-0206

R. Michael Parry

CFP®, CSA

Investment Advisor

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

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

Liberty Wealth Advisors

707 Summer St, 4th Flr
Stamford, CT 06901
(203) 253-5772

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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Thomas P. Morrone

CFP®, CPA

Specialties: Comprehensive Financial Planning

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

U.S. Wealth Management

5 Saint John St
North Haven, CT 06473
(203) 239-1099

Joseph M. Masiello

CFP®, ChFC™,CDFA™

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Getting Divorced...More

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

JMM Wealth Management

182 Mayapple Rd
Stamford, CT 06903
(203) 276-0700

Hal D. Guy

CFP®, CLU, ChFC

Managing Principal

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

Financial Advisor serving Connecticut and the surrounding communities.

LPL Financial

41C London Tpke, Ste 3
Glastonbury, CT 06033
(860) 780-9970

Jeffrey N. Mehler

CFP®

Principle

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

Financial Advisor serving Connecticut and the surrounding communities.

JN Mehler CFP LLC

147 Westbrook Rd
Essex, CT 06426
(860) 767-9700

LeGrand S. Redfield, Jr.

CLU, ChFC,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.

Asset Management Group, Inc.

60 Long Ridge Rd, Ste 305
Stamford, CT 06902
(203) 964-8300

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

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

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
  • linkedin link

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

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 Road
Westport, CT 06880
(203) 557-5551

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
  • facebook link
  • twitter link
  • linkedin link

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

Caroline Wetzel

CFP®, MBA, AWMA®

Vice President, Private Wealth Advisor

Specialties: Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Investment...More

Financial Advisor serving Connecticut and the surrounding communities.

Procyon Partners

One Corporate Drive, Suite 225
Shelton, CT 06484
(475) 232-2713
CONNECT WITH Caroline
  • facebook link
  • linkedin link

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

Harvey Weinstein

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life...More

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

Integrated Wealth Coaching, LLC

18 Spring St
Milford, CT 06460
(860) 778-8168

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
  • facebook link
  • twitter link
  • linkedin link

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

Michael P. DeVivo

CFP®

Private Wealth 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.

De Vivo Financial Group, A Financial Advisory Practice of Ameriprise

1 Kimberly Dr
Huntington, CT 06484

De Vivo Financial Group, A Financial Advisory Practice of Ameriprise

6580 Main St.
Stratford, CT 06614
(203) 981-1354

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