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TOP 30 Certified financial advisor in New London, CT
8 results found
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Lester Butnick - Financial Advisor, Ameriprise Financial Services, LLC
Lester Butnick is a financial advisor at Ameriprise Financial Services, LLC located at 224 New London Turnpike in Glastonbury, Connecticut, United States. Lester Butnick holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Lester Butnick's expertise in various areas of financial planning and asset management, ensuring clients receive high-quality advice tailored to their individual needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Lester Butnick is equipped to provide professional guidance and support.
Elisa L Stark-Rifkin - Associate Financial Advisor, Ameriprise Financial Services, LLC
Elisa L Stark-Rifkin is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 224 New London Turnpike in Glastonbury, Connecticut, United States. Elisa holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Elisa specializes in providing comprehensive financial planning and investment management services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and expertise in various areas of financial planning, Elisa is dedicated to helping clients achieve their financial goals and secure their financial future.
Susan M. Dowling, CFP - UBS Financial Services Inc.
Susan M. Dowling, CFP - UBS Financial Services Inc. is a renowned financial institution located at 2 Union Street in New London, Connecticut, United States. Specializing in providing comprehensive financial planning services, Susan M. Dowling and her team of Certified Financial Planners are dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and expert advice, this institution is committed to delivering top-notch financial solutions to individuals, families, and businesses. Trust Susan M. Dowling, CFP - UBS Financial Services Inc. to guide you towards financial success.
Alex Demetrio CFP® CEPA® - UBS Financial Services Inc.
Alex Demetrio CFP® CEPA® - UBS Financial Services Inc. is a finance institution located at 2 Union Street in New London, Connecticut, United States. As a Certified Financial Planner and Certified Exit Planning Advisor, Alex Demetrio provides expert financial services to clients looking to secure their financial future and plan for their retirement. With a focus on personalized financial planning and wealth management, Alex Demetrio and his team at UBS Financial Services Inc. work closely with clients to create customized investment strategies tailored to their individual goals and risk tolerance. Whether you're looking to grow your wealth, protect your assets, or plan for the future, Alex Demetrio CFP® CEPA® - UBS Financial Services Inc. is dedicated to helping you achieve financial success.
James A. Crawford, CFP - UBS Financial Services Inc.
James A. Crawford, CFP - UBS Financial Services Inc. is a reputable financial institution located at 2 Union Street in New London, Connecticut, United States. As a Certified Financial Planner, James A. Crawford and his team provide expert financial services to help individuals and businesses achieve their financial goals. With a focus on personalized planning and investment strategies, clients can trust in the expertise and experience of the professionals at UBS Financial Services Inc. Visit their office today to start planning for a secure financial future.
Harrison Buxton, CPM®, CTFA - UBS Financial Services Inc.
Harrison Buxton, CPM®, CTFA at UBS Financial Services Inc. is a leading finance institution located at 2 Union Street in New London, Connecticut, United States. With a team of experienced professionals, they offer comprehensive financial planning and investment services to help clients achieve their financial goals. Specializing in Certified Portfolio Management and Certified Trust and Financial Advisor services, they provide personalized solutions tailored to each client's unique needs. Trust Harrison Buxton and his team to guide you towards a secure financial future.
Osora Mark a CPA
Osora Mark a CPA is a full-service financial institution located at 111 New London Turnpike in Glastonbury, Connecticut, United States. Specializing in accounting and finance, our team of Certified Public Accountants are dedicated to providing high-quality work and timely service to meet the diverse needs of our clients. At Osora Mark a CPA, we go beyond just crunching numbers. Our team of financial advisors will help you understand your past financial performance and work closely with you to achieve your future financial goals.
Jon Lesisko CPA LLC
Jon Lesisko CPA LLC is a reputable accounting and finance institution located at 41 B New London Turnpike in Glastonbury, Connecticut. With a team of experienced professionals led by Jon Lesisko, a certified public accountant, the institution offers a wide range of services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Jon Lesisko CPA LLC is dedicated to providing personalized and efficient solutions to meet the unique needs of their clients. Whether you are looking for assistance with your personal finances or need help managing your business accounts, Jon Lesisko CPA LLC is the trusted partner you can rely on for expert financial guidance.
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