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Ross W. Richardson

CFP®, CPWA®

Senior 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.

Apella Wealth

65 Memorial Rd Ste C340
West Hartford, CT 06107

Apella Wealth

25126 E Tara Plantation Dr
Tomball, TX 77375-1611
(832) 645-0033

Sharon G. Kaplove

CFP®, CRPC, RICP

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

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

Ameriprise Financial Services, LLC

2777 Summer St, Suite 704
Stamford, CT 06905
(203) 968-1151

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

8 Wright St, Ste 107
Westport, CT 06880
(203) 221-2623

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

R. Christopher Damon

CFP®, CPM, CRPC, AAM

Managing Director

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

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

Ameriprise Financial Services, LLC

205 Old Boston Post Rd, 2nd Floor
Old Saybrook, CT 06475
(612) 671-2740
(612) 671-3610
CONNECT WITH R. Christopher
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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

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

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

Dean M. Aita

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.

CCR Wealth Management, LLC

PO Box 180, 9 Bryan Hall Plaza
Washington Depot, CT 06794-0180
(203) 405-2642

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

Thomas J. Britt

CFP®, CIMA, MBA

Sr. Wealth Advisor

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

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

Mercer Advisors

83 Halls Road Suite 201, PO Box 525
Old Lyme, CT 06371-0525
(888) 434-6890 x1
(860) 434-6890 x1
CONNECT WITH Thomas
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David A. Zavarelli

CFP®

Financial Advisor

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

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

LPL Financial

55 Naugatuck Ave
Milford, CT 06460-6034
(203) 747-8911
CONNECT WITH David
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  • linkedin link

Steven T. Jacques

CFP®

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

Financial Advisor serving Connecticut and the surrounding communities.

Lighthouse Financial, LLC

950 Yale Ave, Ste 30
Wallingford, CT 06492-1868
(203) 235-1805

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.

Coastal Bridge Advisors

612 Wheelers Farms Rd
Milford, CT 06461
(203) 693-8525
CONNECT WITH Lise
  • linkedin link

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

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

Michael C. Riley

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

LPL Financial

120 Southwind Road
Waterbury, CT 06708
(860) 785-6020

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

Alec Rosen

CFP®

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

Financial Advisor serving Connecticut and the surrounding communities.

Connecticut Wealth Management

281 Farmington Ave
Farmington, CT 06032
(860) 703-8576
CONNECT WITH Alec
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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

Eliot M. Weissberg

CFP®, CAPS

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
  • twitter link

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®

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

Michael Beloff

CFP®

Founding Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Financial Advisor serving Connecticut and the surrounding communities.

Belvedere Wealth Partners

181 Turn of River Road, Suite 11
Stamford, CT 06905
(203) 918-4069
CONNECT WITH Michael
  • facebook link
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Alexandra Bean

CFP®

Wealth Advisor

Specialties: Arbitration & Mediation, Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs,...More

Financial Advisor serving Connecticut and the surrounding communities.

PUREfi Wealth

CT and MA Based
Darien, CT 06820-4307
(617) 276-7056
CONNECT WITH Alexandra
  • linkedin link

Cooper J. Smith

CFP®

VP, Financial Planner

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

Financial Advisor serving Connecticut and the surrounding communities.

Carnegie Investment Counsel

4 High Ridge Park, 3rd Floor
Stamford, CT 06905
(203) 227-4515
CONNECT WITH Cooper
  • linkedin link

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