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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

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

17 Kensett Ln
Darien, CT 06820

Cruice Financial Planning

55 Greens Farms Rd
Westport, CT 06880
(203) 221-0202

John J. Kalamarides, Jr.

CFP®

Vice President - Wealth Management

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

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

RHK Capital

88 POST ROAD WEST, 3rd Floor
Westport, CT 06880
(800) 882-2889
(203) 682-0721

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.

Wealth Protection Management

2 Greenwich Office Park, Building 2 West Suite 300
Greenwich, CT 06831
(203) 622-4911
CONNECT WITH Lili
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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

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

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

628 Hebron Ave, Bldg No 2
Glastonbury, CT 06033

Advanced Capital Advisors

140 Sherman St
Fairfield, CT 06824
(860) 633-5559

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

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

Janice M. Johnson

MS, CFP®

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Career Change, Estate...More

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

Jan Johnson MS, CFP®

156 E Center St
Manchester, CT 06040
(860) 647-7795
CONNECT WITH Janice
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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) 234-8686

Sharon M. Dufresne

CFP®, EA

Certified Financial Planner & Enrolled Agent

Specialties: Comprehensive Financial Planning, Business Taxes, Estate Planning, Investment Management,...More

Financial Advisor serving Connecticut and the surrounding communities.

Sharon M Dufresne & Associates

PO Box 71, 389 Shore Rd
South Lyme, CT 06376-0071
(860) 434-6655

Thomas P. Morrone

CFP®, CPA

Specialties: Comprehensive Financial Planning

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

U.S. Wealth Management

5 Saint John St
North Haven, CT 06473
(203) 239-1099

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

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

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

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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John Shanley

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

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

Camille Gagliardi

CFP®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Nontraditional Households

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

57 North Main St
West Hartford, CT 06107
(860) 313-1313

Katherine Fibiger

CFP®

Partner

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

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

Stratos Wealth Partners

8 Wright St, Suite 107
Westport, CT 06880
(203) 293-1790
CONNECT WITH Katherine
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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) 557-6429
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

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
(203) 453-6851

Kelly Ennis

CFP®

President

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Infinity Financial Strategies

PO Box, 214
Granby, CT 06035
(860) 264-5831
CONNECT WITH Kelly
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Eliot M. Weissberg

CFP®

President

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

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

The Investors Center

70 East Main St, PO Box 1447
Avon, CT 06001
(888) 456-0203
(860) 677-8808
CONNECT WITH Eliot
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David McCary

CFP®, CRI®, MBA

Principal

Specialties: Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management,...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

McCary Anheuser Wealth Management, LLC

15 North Main St, Suite 100
West Hartford, CT 06107
(860) 761-1000
CONNECT WITH David
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Brenner LeCompte

CFP® (R)

Financial Advisor

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.

Morgan Stanley Dean Witter

90 Grove Street, Suite 204
Ridgefield, CT 06877
(203) 894-3098
CONNECT WITH Brenner
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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.

RZH Advisors

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

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

1101 Cheshire St
Cheshire, CT 06410

Buchman Financial Wealth Management

378 Boston Post Road
Orange, CT 06477-1649