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Jeffrey L. Corliss

CFP®

Managing Director/Partner

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

Financial Advisor serving Connecticut and the surrounding communities.

RDM Financial Group

10 Wright Street, 1st Floor
Westport, CT 06880
(203) 255-0222

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

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

Kevin C. Leahy

CPA, CFP®

CEO

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Connecticut and the surrounding communities.

Connecticut Wealth Management

281 Farmington Ave
Farmington, CT 06032
(860) 470-0290

Bert T. Bowler

CFP®

Principal

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

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Round Rock Advisors LLC

65 Locust Ave, Ste 103
New Canaan, CT 06840
(203) 920-4774

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

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

Sandra S. Baranowski

CFP®

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

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

Cambridge Investment Research

935 Main Street, Suite 4B
Manchester, CT 06040
(860) 432-5604

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

Thomas F. Scanlon

CFP®, CPA

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Mutual Funds

Financial Advisor serving Connecticut and the surrounding communities.

Borgida & Company, P.C.

360 E Center St
Manchester, CT 06040-4440
(860) 646-2465

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

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

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

Jennifer D. Barry

CFP®

Senior Financial Advisor

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

Financial Advisor serving Connecticut and the surrounding communities.

Capital Strategies

281 Farmington Avenue, Suite 1
Farmington, CT 06032
(860) 470-0290

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

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®

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
(860) 434-6890 x1
CONNECT WITH Thomas
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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

Camille Gagliardi

CFP®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Nontraditional Households

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

57 North Main St
West Hartford, CT 06107
(860) 313-1313

Paul Morrone

CFP®, CPA/PFS, MSA

Wealth Manager

Specialties: Comprehensive Financial Planning

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

U.S. Wealth Management

5 Saint John Street
North Haven, CT 06473
(203) 239-1099
CONNECT WITH Paul
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  • twitter link
  • linkedin link

Dana R. McLaughlin

CFP®, C(k)P®, RLP®

Managing Partner

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

Financial Advisor serving Connecticut and the surrounding communities.

TrinityPoint Wealth

612 Wheelers Farms Rd.
Milford, CT 06461
(203) 693-8525

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

Felix R. Serrano

JD, CFP®, AIF®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Guidelight Financial LLC

50 Washington St, 7th FL
Norwalk, CT 06854
(203) 354-3131

Timothy J. Haas

CFP®, MBA

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

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

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

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

Moneco Advisors

Moneco Advisors
Fairfield, CT 06824