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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

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

Leonard J. Del Gallo, Jr.

CFP® & MPAS™

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

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

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

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

Thomas J. Thompson

CPA, CFP®

Owner

Specialties: Comprehensive Financial Planning, Attending College, Employee Benefits, Retirement

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Thomas Thompson, CPA, CFP

21 Mill Hill Circle
East Haven, CT 06513
12036056828

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

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

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

Moneco Advisors, 2150 Post Road
Fairfield, CT 06824

Moneco Advisors

27 Shorefront Park
Norwalk, CT 06854
(203) 319-3550

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

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

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

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

Thomas J. Britt

CFP®, CIMA, MBA

Sr. Wealth Advisor

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

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

Mercer Advisors

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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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

55 Naugatuck Ave
Milford, CT 06460-6034
(203) 747-8911
CONNECT WITH David
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Steven T. Jacques

CFP®

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities,...More

Financial Advisor serving Connecticut and the surrounding communities.

Lighthouse Financial, LLC

950 Yale Ave, Ste 30
Wallingford, CT 06492-1868
(203) 235-1805

Christopher W. Beale

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

New England Capital Financial Advisors, LLC

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

Paul Morrone

CFP®, CPA/PFS, MSA

Owner and Wealth Manager

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Nexa Financial Group

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

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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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

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

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

Planning Partners

PO Box 365
Collinsville, CT 06022-0365
(860) 693-9916

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

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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Kenneth Huffine

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

225 Oakland Rd #101
South Windsor, CT 06074
(860) 871-7055

Bill Shafransky

MBA, CFP®, RICP®

Senior Wealth Advisor

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

Financial Advisor serving Connecticut and the surrounding communities.

Moneco Advisors

175 Elm St
New Canaan, CT 06840
(203) 594-1607
CONNECT WITH Bill
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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, 5th Flr
Hartford, CT 06103
(860) 692-1340