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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.

AGES Financial Services, Ltd.

180 Westport Rd
Wilton, CT 06897-4637
(203) 249-4030

Robert P. Kreitler

CFP®

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

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

Kreitler Financial LLC

265 Church Street, Suite 801
New Haven, CT 06510
(203) 867-4396

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

777 West Putnam Avenue, Suite 300
Greenwich, CT 06830
(203) 622-4911
CONNECT WITH Lili
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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

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

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

187 Danbury Road, Suite 201
Wilton, CT 06897
(914) 299-9489

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

Janice M. Johnson

MS, CFP® CeFT® RICP®

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

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

Cambridge Investment Rsch

945 Main Street, Suite 306
Manchester, CT 06040
(860) 647-7795
CONNECT WITH Janice
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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.

Prospect Hill Advisors

39 Fox Ridge Drive
New Milford, CT 06776
(203) 903-9723

Thomas J. Thompson

CPA, CFP®

Owner

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Thomas Thompson, CPA, CFP

21 Mill Hill Circle
East Haven, CT 06513
12036056828

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

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

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

Lise Robinson

CFP®, CDFA®

Managing 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

MBA, CFP®, CIMA®

Private Wealth 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.

Ameriprise Financial Services, LLC

57 North Main St
West Hartford, CT 06107
(860) 313-1313
CONNECT WITH Camille
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Paul Morrone

CFP®, CPA/PFS, MSA

Wealth Manager

Specialties: Comprehensive Financial Planning

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

Nexa Financial Group

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

CFP®, CPA

Specialties:

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

WP Financial, LLC

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, 4th FL
Norwalk, CT 06854
(203) 354-3131

Salim P. Boutagy

CFP®, CPWA®

Private Wealth 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.

MONECO Advisors

2150 Post Road, Suite 201
Fairfield, CT 06824
(203) 319-3550
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

Timothy J. Haas

CFP®, CIMA®, RMA®

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

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

Caroline Wetzel

CFP®

Vice President, Private Wealth Advisor

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

CFP®

Wealth 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.

Atlantic Wealth Advisors

701 Hebron Ave
Glastonbury, CT 06033
(833) 566-0614
(860) 430-6437

Brandon J. Angotti

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Connecticut and the surrounding communities.

Union Savings Bank

100 Danbury Road
Ridgefield, CT 06877
203-216-0323

James Ferris

CFP®

Wealth Manager

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities,...More

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

The Ferris Financial Group

40 High Street
Bristol, CT 06010
(860) 584-0758
CONNECT WITH James
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Michael P. DeVivo

CFP®

Private Wealth 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.

De Vivo Financial Group, A Financial Advisory Practice of Ameriprise

1 Kimberly Dr
Huntington, CT 06484

De Vivo Financial Group, A Financial Advisory Practice of Ameriprise

6580 Main St.
Stratford, CT 06614
(203) 981-1354