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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

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

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

Robin A. Sherwood

CFP®

Personal Financial Advisor

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.

HTG Investment Advisors

50 Locust Ave
New Canaan, CT 06840
(203) 972-8262
CONNECT WITH Robin
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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

Ernest J. Brousseau

CPA, CFP®

RIA

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

Financial Advisor serving Connecticut and the surrounding communities.

Ernest J. Brousseau, CPA, CFP

193 East Center Street
Manchester, CT 06040
(860) 645-0206

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

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

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

Jennifer Nicasio

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

HTG Investment Advisors Inc

50 Locust Ave
New Canaan, CT 06840
(203) 972-8262

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

27 Coogan Blvd., Suite 22B
Mystic, CT 06355
(800) 937-0856
(860) 447-7437

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

Paul Morrone

CFP®, CPA/PFS, MSA

Wealth Manager

Specialties: Comprehensive Financial Planning

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

U.S. Wealth Management

5 Saint John Street
North Haven, CT 06473
(203) 239-1099
CONNECT WITH Paul
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laura sundquist

CFP®, CPA

Specialties:

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Sage Financial Design

39 Pioneer Dr
New Hartford, CT 06057
(860) 658-0443

Felix R. Serrano

JD, CFP®, AIF®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Guidelight Financial LLC

50 Washington St, 7th FL
Norwalk, CT 06854
(203) 354-3131

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.

107 Church Hill Rd, Ste 1B
Sandy Hook, CT 06482-1194
(203) 304-9690

Kristina W. Oswald

CFP®

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

Financial Advisor serving Connecticut and the surrounding communities.

Planning Partners

PO Box 365
Collinsville, CT 06022
(860) 693-9916

Loretta Nolan

CFP®

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

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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Jeffrey Larrow

CFP®

Specialties:

Commission Financial Advisor serving Connecticut and the surrounding communities.

Larrow Insurance & Financial Strategies, LLC

898 North Main St
Danielson, CT 06239
(860) 792-0454

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
  • linkedin link

Timothy D. Stowell

CFP®

Financial Consultant

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

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

Egidio Assante Lennon Wealth Management

20 Realty Dr
Cheshire, CT 06410-1655
(203) 439-0732

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

Richard E. Chiozzi

CFP®

Partner

Specialties: Retirement

Financial Advisor serving Connecticut and the surrounding communities.

Boston Retirement Advisors, LLC

720 Goose Lane
Guilford, CT 06437

Boston Retirement Advisors, LLC

720 Goose Ln
Guilford, CT 06437-2111
(203) 453-2806

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

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

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

27 Shorefront Park
Norwalk, CT 06854

Moneco Advisors

Moneco Advisors
Fairfield, CT 06824

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

55 Greens Farms Rd
Westport, CT 06880

Cruice Financial Planning

17 Kensett Ln
Darien, CT 06820

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