Find a Financial Planner in
Within of
79 Financial Planners in Connecticut
drop-arrowMore Filters
Within of
Languages ASL Cantonese Dutch English French

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

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

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
+ 1 More Address

Apella Wealth

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

Christopher M. Soulias

CFP®, EA

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

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

628 Hebron Ave, Bldg No 2
Glastonbury, CT 06033
+ 1 More Address

Advanced Capital Advisors

140 Sherman St
Fairfield, CT 06824
(860) 633-5559

R. Michael Parry

CFP®

Investment Advisor

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Asset Allocation,...More

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

Liberty Wealth Advisors

707 Summer St, 4th Floor
Stamford, CT 06901
(203) 253-5772

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

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 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

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

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, LLC

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

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, Ste 501
New Haven, CT 06510
(203) 867-4396

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

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
+1 More Number
(860) 447-7437

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

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

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
  • facebook link
  • twitter link
  • linkedin link

Leonard B. Comberiate

CFP®

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Financial Advisor serving Connecticut and the surrounding communities.

Strategic Financial Planning

6 Ascot Way
Ridgefield, CT 06877-5503
(914) 456-1815

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
  • facebook link
  • linkedin link

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

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
+1 More Number
(860) 430-6437

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
  • facebook link
  • twitter link
  • linkedin link

Carlos Salmon

CFP® CExP CIMA CPWA

Partner | Wealth Manager

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

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

Wooster Square Advisors

470 James St, Ste 7
New Haven, CT 06513-3175
(860) 507-9173
CONNECT WITH Carlos
  • linkedin link

Eamonn M. Bransfield

CFP®

Managing DIrector

Specialties: Comprehensive Financial Planning, Banking, Asset Allocation, Estate Planning, Investment...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Webster Bank

840 Ives Row
Cheshire, CT 06410-3945
(860) 538-0322
CONNECT WITH Eamonn
  • linkedin link

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

27 Shorefront Park
Norwalk, CT 06854
+ 1 More Address

Moneco Advisors

Moneco Advisors
Fairfield, CT 06824