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William J. Cahill

CFP®

Financial Advisor

Specialties: Investment Management, Mutual Funds, Retirement, Stocks & Bonds

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

Cahill & Associates Financial Services, LLC

75 Berlin Rd, Ste 110
Cromwell, CT 06416
(860) 635-4800, ext. 103

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

Ann D. Jevne

CPA, CFP®, PFS, AEP

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

GYL Resnick

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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Mark V. Briggs

CPA, CFP®, PFS

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Briggs Wealth Management, Inc.

59 Sycamore St
Glastonbury, CT 06033
(860) 633-8988

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.

Wise Wealth

60 Waterbury Rd, Suite G
Prospect, CT 06712
(203) 888-0096

Sharon G. Kaplove

CFP®, CRPC, CDFA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

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

Ameriprise Financial Services, Inc.

2777 Summer St, Suite 209
Stamford, CT 06905
(203) 968-1151

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

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 Floor
Stamford, CT 06901
(203) 253-5772

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

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

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

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

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

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

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.

Janney Montgomery Scott LLC.

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

Lise Robinson

CFP®, CDFA®

Partner, Senior Wealth Advisor

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

Financial Advisor serving Connecticut and the surrounding communities.

TrinityPoint Wealth

612 Wheelers Farms Rd
Milford, CT 06461
(203) 693-8525
CONNECT WITH Lise
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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

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

Jeffrey Larrow

CFP®

Specialties:

Commission Financial Advisor serving Connecticut and the surrounding communities.

Larrow Insurance & Financial Strategies, LLC

898 North Main St
Danielson, CT 06239
(860) 792-0454

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

Walter Pachniuk

CFP®

CFP

Specialties:

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

The Advisers Trust, LLC

30 Main Street
Newtown, CT 06470
(203) 270-7700

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

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

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

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

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