Find a Financial Planner in
Within of
Within of

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
(860) 646-2465 Contact Me

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 Contact Me

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 Contact Me

R. Christopher Damon

CFP®, CPM, CRPC, AAM

Vice President-Investments

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.

UBS

2 Union Plaza, 4th Floor
New London, CT 06320
(888) 407-6806
(888) 407-6806
CONNECT WITH R. Christopher
  • linkedin link
Contact Me

Carolyn B. Settzo

CFP®

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

1 Franklin Court
Newtown, CT 06470
Contact Me

David A. Zavarelli

CFP®

Financial Advisor, Registered Principal

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

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

Raymond James FInancial Services at Union Savings Bank

126 North St
Danbury, CT 06811
(203) 731-6139 Contact Me

Michael P. DeVivo

CFP®

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.

Barnum Financial Group

6 Corporate Drive, Ste 550
Shelton, CT 06492
(203) 513-6157 Contact Me

James R. Magaziner

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Financial Advisor serving Connecticut and the surrounding communities.

Acorn Financial Services, Inc.

2 Essex Square, 2nd Flr
Essex, CT 06426
(860) 767-7007ext 201 Contact Me

Michael C. Riley

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Ameriprise

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

Leonard J. Del Gallo, Jr.

CFP® & MPAS(sm)

Owner

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

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

Del Gallo Financial Services, LLC

195 West Main Street, Suite 7
Avon, CT 06001
(860) 675-5201 Contact Me

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 Contact Me

John Shanley

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

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

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 Contact Me

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 Contact Me

Diann E. McChesney

CFP®, ADPA

Executive Vice President

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 Contact Me

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
(203) 758-2456
Contact Me

Dana A. Hanson

CFP®, CPA, AIF

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

Financial Advisor serving Connecticut and the surrounding communities.

Relyea, Zuckerberg, Hanson, LLC

1 Landmark Sqr, 11th Fl
Stamford, CT 06901
(203) 355-0884 Contact Me

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 Contact Me

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
Contact Me

Timothy J. Haas

CFP®, MBA

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

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

Waypoint Financial

107 Church Hill Rd, Ste 1B
Sandy Hook, CT 06482
(203) 304-9690 Contact Me

Robert E. Dains

CFP®

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

Financial Advisor serving Connecticut and the surrounding communities.

Robert E. Dains, CPA, PC

2296 Main St
Stratford, CT 06615
(203) 377-8473 Contact Me

Craig S. Lappen

CFP®

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

Financial Advisor serving Connecticut and the surrounding communities.

Twenty-First Century Financial Advisors Inc

945 Main St, Ste 104
Manchester, CT 06040
(888) 646-2100
(860) 646-2100
Contact Me

Marisa Rothstein

J.D., CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

BakerAvenue Wealth Management

263 Tresser Blvd., Floor 9
Stamford, CT 06901

BakerAvenue Wealth Management

55 Thompson St.
New York, NY 10012
CONNECT WITH Marisa
  • linkedin link
Contact Me

Loretta Nolan

CFP®

President

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Loretta Nolan Associates, LLC

13 Arcadia Rd, Ste 10
Old Greenwich, CT 06870-1743
(203) 637-1402 Contact Me

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 Courtland Dr
Bethel, CT 06804
(203) 798-9041 Contact Me

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 Contact Me

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 Contact Me

Katherine Alcorn

CFP®

CFP®

Specialties: Attending College, Comprehensive Financial Planning, Estate Planning, Investment...More

Financial Advisor serving Connecticut and the surrounding communities.

Alcorn Financial Group

10 Bay St
Westport, CT 06880
(203) 293-4194 Contact Me

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

65 LaSalle Road, Ste 200
West Hartford, CT 06107
(860) 521-1119 Contact Me

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 Contact Me