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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

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

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

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 C3
Manchester, CT 06040
(860) 432-5604

R. Michael Parry

CFP®, CSA

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

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

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

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

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

Timothy S. Paradis

CFP®

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

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

Crestwood Advisors

163 Westport Rd
Wilton, CT 06897-4528
(603) 264-6302

Paul Morrone

CFP®, CPA/PFS, MSA

Wealth Manager

Specialties: Comprehensive Financial Planning

Commission and Fee 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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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

Salim P. Boutagy

CFP®, CPWA®

Partner, 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.

MONECO Advisors

2150 Post Road, Suite 201
Fairfield, CT 06824
(203) 319-3550
CONNECT WITH Salim
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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

Stephen Lupkas

CFP®

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Retirement, Sudden Wealth

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

myFinancialPro

4 Research Dr, Ste 402
Shelton, CT 06484-6242
(888) 282-2220
(203) 922-1192

William H. Leete, Jr.

CFP®

Certified Financial Planner™

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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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
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Eliot M. Weissberg

CFP®, CAPS

President

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

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

The Investors Center

70 East Main St, PO Box 1447
Avon, CT 06001
(888) 456-0203
(860) 677-8808
CONNECT WITH Eliot
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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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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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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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Cooper J. Smith

CFP®

VP, Financial Planner

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Carnegie Investment Counsel

4 High Ridge Park, 3rd Floor
Stamford, CT 06905
(203) 227-4515