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97 Financial Planners in Connecticut
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William F. Carothers

CPA, CFP®

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

W.F. Carothers & Co., LLC

1051 Old Academy Road
Fairfield, CT 06824
(203) 767-6631

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

2 Greenwich Office Park, Building 2 West Suite 300
Greenwich, CT 06831
(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

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

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

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

Geoffrey I. Kanner

CFP®, ChFC, CLU

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

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

205 Old Boston Post Rd, 2nd Floor
Old Saybrook, CT 06475
(877) 323-9950
+1 More Number
(877) 323-9950
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.

Reby Advisors

44 Old Ridgebury Road
Danbury, CT 06810
+ 1 More Address

Reby Advisors

27 Shorefront Park
Norwalk, CT 06854
(203) 790-4949

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

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
+ 1 More Address

Buchman Financial Wealth Management

1101 Cheshire St
Cheshire, CT 06410
(203) 439-9277

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

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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Brendan Smith

CFP®, CPA

Principal

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Shoreline Financial Advisors, LLC

246 Goose Ln, Ste 201
Guilford, CT 06437
(203) 458-6800

Robert J. Leiphart

CFP®

Vice President Financial Planning

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 Corporate Dr Ste 482
Shelton, CT 06484
(203) 220-6474
CONNECT WITH Robert
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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

Todd D. Shepard

CFP®

Financial Representative

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.

New England Financial Group, LLC

65 LaSalle Rd, Ste 200
West Hartford, CT 06107
(860) 313-4833

Walter Pachniuk

CFP®

CFP

Specialties:

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

The Advisers Trust, LLC

30 Main Street
Newtown, CT 06470
(203) 270-7700

Alexander R. Monte

CFP®

Certified Financial Planner™

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
+1 More Number
(203) 453-6851
CONNECT WITH Alexander
  • linkedin link

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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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
  • facebook link
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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
+ 1 More Address

Boston Retirement Advisors, LLC

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

Jeffrey R. Kass

CFP®, EA

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Investment & Tax Strategies LLC

5 Silvermine Manor
Brookfield, CT 06804
(203) 775-0826

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
+ 1 More Address

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
+ 1 More Address

Advanced Capital Advisors

628 Hebron Ave
Glastonbury, CT 06033
(203) 255-0504