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TOP 30 Certified financial advisor in Colchester, CT
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Edward Jones - Financial Advisor: Kevin Harris, ABFP™|AAMS™|CRPC™
Edward Jones - Financial Advisor: Kevin Harris, ABFP™|AAMS™|CRPC™ is a finance institution located at 20 Main Street in Colchester, Connecticut, United States. Kevin Harris is a highly qualified financial advisor with designations including ABFP™, AAMS™, and CRPC™, providing expert financial planning services to individuals and businesses in the area. With a focus on personalized and comprehensive financial solutions, Kevin Harris helps clients achieve their long-term financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Kevin Harris is dedicated to providing top-notch financial advice and guidance.
JGS Wealth Management
JGS Wealth Management, located at 79A Norwich Avenue in Colchester, Connecticut, is a finance institution that takes a thoughtful and balanced approach to investing. They believe in globally diversified, low-cost, and tax-efficient portfolios based on academic research rather than media hype. With a focus on risk, cost, and taxes, they help clients meet their long-term financial goals through solid personal financial planning. John, an independent, fee-only financial adviser, is a Certified Public Accountant and Personal Financial Specialist with experience in working with professionals and their families. His comprehensive knowledge in financial planning and tax uniquely qualifies him to provide exceptional advice tailored to his clients' specific needs.
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