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Edward P. Brennan

CFP®

Specialties: Investment Management, Retirement, Stocks & Bonds, Long-term Care

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

LPL Financial Services

47 Neptune Ave
Norwalk, CT 06854-4823
(203) 454-2311

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

Jeffrey R. Kass

CFP®, EA

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Investment & Tax Strategies LLC

PO Box 5265
Brookfield, CT 06804

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

Carl M. Christie

CFP®, CFS, MBA

Personal Financial Advisor

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

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

Ameriprise Financial Adv

99 E River Dr, Fl 8
East Hartford, CT 06108-7301
(860) 595-8262

S. Alexander Pellish

CFP®

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

Financial Advisor serving Connecticut and the surrounding communities.

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

Jeffrey R. Russek

CFP®

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

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

Russek Financial Services

565 Washington Ave
North Haven, CT 06473
(203) 985-8277

Michael Lynch

CFP®

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

Financial Advisor serving Connecticut and the surrounding communities.

Barnum Financial Group

220 Judith Terrace
Stratford, CT 06614
(203) 513-6032

David C. Whitmore, Jr.

MSFS, CFP®, CLU®

Financial Planner

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

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

Buckman, Buckman & Reid, Inc.

13 Cortland Dr
Bethel, CT 06801
(203) 798-9041

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

Elaine M. Potash

CFP®, ChFC®

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.

Potash Financial

31 Brookside Dr
Greenwich, CT 06830
(203) 661-0610

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

Stephen P. Nitz

CFP®

Vice President

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

Financial Advisor serving Connecticut and the surrounding communities.

Fairfield County Financial Services

438 Bucks Hill Rd
Southbury, CT 06488
(203) 648-0541

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

James A. Thibault

CFP®

Managing Partner

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Barron Financial Group, LLP

103 Albert St
Torrington, CT 06790
(860) 489-0432
CONNECT WITH James
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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

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

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

Robert J. Leiphart

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.

4 Research Drive, Suite 402
Shelton, CT 06484
(203) 242-3141
CONNECT WITH Robert
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Salim P. Boutagy

CFP®

Sr. 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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Marilyn S. Steinmetz

CFP®, MBA

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

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

Private Capital Group, LLC

29 S Main St, Ste. 300
West Hartford, CT 06107

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
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Jason T. Morris

CFP®

President & Founder

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

MentorWealth LLC

15 River Rd, Ste 15B
Wilton, CT 06897-4064
(203) 665-8275
CONNECT WITH Jason
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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
(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

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

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

Rich C. LoPresti

CFP®, CWS®

Certified Financial Plannerâ„¢

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Milestone Asset Management Group

302 W Main Street, Suite 206
Avon, CT 06001

Milestone Asset Management Group

22 Lafayette St
Milford, CT 06460
CONNECT WITH Rich
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