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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

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 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 Contact Me

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 Contact Me

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 Contact Me

Dana R. McLaughlin

CFP®, C(k)P®

Senior Wealth Advisor

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

Financial Advisor serving Connecticut and the surrounding communities.

Beirne Wealth Consulting

3 Enterprise Dr, Ste 410
Shelton, CT 06484
(203) 701-8606 Contact Me

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 Contact Me

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 Contact Me

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 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
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William H. Leete, Jr.

CFP®

Certified Financial Plannerâ„¢

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Monte Financial Group LLC

30 Long Hill Road
Guilford, CT 06437
(877) 218-1824
(203) 453-6851
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

Bert T. Bowler

CFP®

Principal

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

Financial Advisor serving Connecticut and the surrounding communities.

Round Rock Advisors LLC

65 Locust Ave, Ste 103
New Canaan, CT 06840
(203) 920-4774 Contact Me

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 Contact Me

Andrew Worthington

CFP®

Financial Advisor

Specialties: Attending College, Asset Allocation, Estate Planning, Mutual Funds, Retirement, Stocks &...More

Financial Advisor serving Connecticut and the surrounding communities.

UBS Financial Services

One State Street, Suite 1600
Hartford, CT 06103
(860) 275-8067 Contact Me

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 Contact Me

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
(203) 221-0202 Contact Me

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 06033-4382
(888) 470-7526
(860) 633-8988
Contact Me

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

276 POST ROAD WEST
Westport, CT 06880
(800) 882-2889
(203) 682-0721
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

Michelle R. Lavigne

CFP®

First Vice President

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

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

Sullivan and Associates Wealth Management, LLC

157 Goose Lane
Guilford, CT 06437
(203) 458-1740
CONNECT WITH Michelle
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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
Contact Me

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 Contact Me

Melanie E. Kregling

CFP®

Vice President, Wealth Management

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving Connecticut and the surrounding communities.

Noble Wealth Advisors of Janney Montgomery Scott, LLC

321 Whitney Avenue
New Haven, CT 06511
(866) 580-2853
(203) 784-7401
Contact Me

Christopher W. Beale

CFP®

Owner

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

Financial Advisor serving Connecticut and the surrounding communities.

New England Capital Financial Advisors, LLC

79 Main St
Meriden, CT 06451-5118
(203) 935-0265 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

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 Contact Me

Vern C. Hayden

CFP®

President

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

Financial Advisor serving Connecticut and the surrounding communities.

Hayden Wealth Management

830 Post Rd East, Ste 102
Westport, CT 06880
(203) 454-3377 Contact Me

Robin A. Sherwood

CFP®

Personal Financial Advisor

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

HTG Investment Advisors

50 Locust Ave
New Canaan, CT 06840
(203) 858-6584
CONNECT WITH Robin
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Wayne L. Locke

CFP®

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

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

Matson Financial Advisors Inc

4 Mountainview Ter, Ste 104
Danbury, CT 06810-4145
(203) 743-0131 Contact Me