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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

Eric A. Tashlein

CFP®

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

Financial Advisor serving Connecticut and the surrounding communities.

Connecticut Capital Management Group LLC

2 Schooner Lane, Ste 1-12
Milford, CT 06460
(203) 877-1520

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

Kevin C. Leahy

CPA, CFP®

CEO

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

Financial Advisor serving Connecticut and the surrounding communities.

Connecticut Wealth Management

281 Farmington Ave
Farmington, CT 06032
(860) 470-0290

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

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

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

David C. Whitmore, Jr.

MSFS, CFP®, CLU®

Financial Planner

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

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

Buckman, Buckman & Reid, Inc.

13 Cortland Dr
Bethel, CT 06801
(203) 798-9041

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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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

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

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

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

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

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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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

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

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

Alan P. Weiss

CFP®, CPA

Financial Counselor

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

Financial Advisor serving Connecticut and the surrounding communities.

Regent Wealth Management Group

1 Bradley Rd, Ste 902
Woodbridge, CT 06525
(203) 387-7887 x224

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
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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

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

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

140 Sherman St, 4th Flr
Fairfield, CT 06824

Advanced Capital Advisors

628 Hebron Ave
Glastonbury, CT 06033
(203) 255-0504