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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

Christopher M. Soulias

EA, CFP®

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

Financial Advisor serving Connecticut and the surrounding communities.

Tax & Financial Services

PO Box 157
Rockfall, CT 06481
(860) 349-7061

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

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

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

David J. Boczar

CFP®, CFA

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

Financial Advisor serving Connecticut and the surrounding communities.

Emerald Wealth Advisors

191 Post Rd W
Westport, CT 06880
(203) 221-2623

Thomas J. Thompson

CPA, CFP®

Owner

Specialties: Comprehensive Financial Planning, Attending College, Employee Benefits, Retirement

Financial Advisor serving Connecticut and the surrounding communities.

Thomas Thompson, CPA, CFP

21 Mill Hill Circle Rd
East Haven, CT 06513
(203) 605-6828

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 Rd Merrill Lynch
Ridgefield, CT 06877
(203) 894-7852

Mark J. Steffen

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Sightlinewa.com

495 Goldstar Highway, Suite 100
Groton, CT 06340-6229
(860) 448-0611

Ronald E. Williams, Jr.

CFP®

President

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

Financial Advisor serving Connecticut and the surrounding communities.

Empower Financial Advisory

655 Winding Brook Drive
Glastonbury, CT 06033
(860) 494-2600

Rudolf J. Weiss

CFP®, CLTC

Financial Advisor

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

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

Moneco Advisors

Moneco Advisors, 2150 Post Road
Fairfield, CT 06824

Moneco Advisors

27 Shorefront Park
Norwalk, CT 06854
(203) 319-3550

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

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

Jennifer D. Barry

CFP®

Senior Financial Advisor

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

Financial Advisor serving Connecticut and the surrounding communities.

Capital Strategies

281 Farmington Avenue, Suite 1
Farmington, CT 06032
(860) 470-0290

Elana M. Muzzey

CFP®, EA

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

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

Buchman Financial Wealth Management

378 Boston Post Road
Orange, CT 06477-1649

Buchman Financial Wealth Management

1101 Cheshire St
Cheshire, CT 06410
(203) 439-9277

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

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

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

John Shanley

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

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

Dana R. McLaughlin

CFP®, C(k)P®, RLP®

Managing Partner

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

Financial Advisor serving Connecticut and the surrounding communities.

TrinityPoint Wealth

612 Wheelers Farms Rd.
Milford, CT 06461
(203) 693-8525

Salim P. Boutagy

CFP®, CPWA®

Financial Advisor

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

Financial Advisor serving Connecticut and the surrounding communities.

Congress Wealth Management

8 Wright Street
Westport, CT 06880
(203) 913-3792
CONNECT WITH Salim
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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

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

W. Gregory Rodiger, III

CFP®

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

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

The Connecticut Group

500 Post Rd East, 1st Floor
Westport, CT 06880
(203) 291-4789

Caroline Wetzel

CFP®, CDFA®, 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
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Walter Pachniuk

CFP®

CFP

Specialties:

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

AdvisersTrust Wealth Mgmt

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

Jeffrey R. Kass

CFP®, EA

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Investment & Tax Strategies LLC

5 Silvermine Manor
Brookfield, CT 06804
(203) 775-0826