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78 Financial Planners in Connecticut
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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
+ 1 More Address

Cruice Financial Planning

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

Ann D. Jevne

CPA, CFP®, PFS, AEP

Senior Wealth Advisor

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

GYL Resnick

55 Post Road W, Suite 300, 0
Westport, CT 06880
(203) 856-0641

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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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) 466-7140

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

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

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.

Matson Financial Advisors Inc

4 Mountainview Ter, Ste 104
Danbury, CT 06810-4145
(203) 743-0131

Robert E. Dains

CFP®

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

Financial Advisor serving Connecticut and the surrounding communities.

Robert E. Dains, CPA, CFP(R)

2051 Main St
Stratford, CT 06615
(203) 383-4411

Geoffrey I. Kanner

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Mutual Funds,...More

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

Kanner Financial Services LLC

116 Washington Avenue, Third Floor
North Haven, CT 06473
(203) 239-5370

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

Lisa A. Cerbone-Montalto

CFP®, CRPC®, CIMA®

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Buying a Home, Charitable ...More

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

Merrill Lynch

63 Copps Hill Rd Merrill Lynch
Ridgefield, CT 06877
(203) 894-7852

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

Christopher L. Fry

CFP®, ChFC, CRPC

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Employee...More

Financial Advisor serving Connecticut and the surrounding communities.

Ameriprise Financial Services, Inc.

100 Queen St
Southington, CT 06489
(860) 621-5657x45

LeGrand S. Redfield, Jr.

CLU, ChFC,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.

Asset Management Group, Inc.

60 Long Ridge Rd, Ste 305
Stamford, CT 06902
(203) 964-8300

Thomas J. Britt

CFP®

Managing Director

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

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

Benchmark Wealth Management, LLC

83 Halls Road Suite 201, PO Box 525
Old Lyme, CT 06371-0525
(888) 434-6890 x1
+1 More Number
(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

83 Wooster Heights Rd, Suite 125
Danbury, CT 06810
(203) 747-8911
CONNECT WITH David
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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
+1 More Number
(203) 784-3082

Christopher W. Beale

CFP®

Owner

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

Financial Advisor serving Connecticut and the surrounding communities.

New England Capital Financial Advisors, LLC

79 Main St
Meriden, CT 06451-5118
(203) 935-0265

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
  • 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

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

William H. Leete, Jr.

CFP®

Certified Financial Planner™

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

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

W. Gregory Rodiger, III

CFP®

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

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

The Connecticut Group

500 Post Rd East, 1st Floor
Westport, CT 06880
(203) 291-4789

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

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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Robert Henderson

CFP®

President

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Lansdowne Wealth Management, LLC

34 Water St
Mystic, CT 06355-2524
(860) 245-5078
CONNECT WITH Robert
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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 207
Southport, CT 06890-1267
(203) 222-4994 x4