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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
(800) 899-3219
(203) 255-0222
CONNECT WITH Jeffrey
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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

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

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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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

Michael P. DeVivo

CFP®

Private 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.

De Vivo Financial Group, A Financial Advisory Practice of Ameriprise

6580 Main St., Suite 102
Stratford, CT 06614

De Vivo Financial Group, A Financial Advisory Practice of Ameriprise

1 Kimberly Dr
Huntington, CT 06484
(203) 381-1014

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

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

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

Mark J. Steffen

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Sightlinewa.com

495 Goldstar Highway, Suite 100
Groton, CT 06340-6229
(860) 448-0611

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

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

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
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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

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

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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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

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

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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Carlos Salmon

CFP®, CIMA®, CPWA®

Partner | Wealth Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...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
(203) 408-2269
CONNECT WITH Carlos
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Eamonn M. Bransfield

CFP®

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
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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
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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

1101 Cheshire St
Cheshire, CT 06410

Buchman Financial Wealth Management

378 Boston Post Road
Orange, CT 06477-1649

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