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TOP 30 Certified financial advisor in North Haven, CT
8 results found
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Kanner Financial Services - Certified Financial Planner Connecticut
Kanner Financial Services is a reputable institution located in North Haven, Connecticut, specializing in financial planning services. As a Certified Financial Planner in Connecticut, our team of experts is dedicated to helping individuals and families achieve their financial goals through personalized strategies and advice. With a focus on creating long-term wealth and security, we offer comprehensive services such as retirement planning, investment management, estate planning, and more. Trust Kanner Financial Services to provide you with the guidance and support needed to secure your financial future.
John M Picard - Financial Advisor, Ameriprise Financial Services, LLC
John M Picard is a Financial Advisor at Ameriprise Financial Services, LLC located at 154 State Street in North Haven, Connecticut, United States. John 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 John's expertise in asset management, investment strategies, retirement planning, estate planning, risk management, and more. John is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethical practices and continuing education, John is committed to helping clients achieve their financial goals and secure their financial future.
Christopher Coppola III - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Coppola III is a financial advisor at Ameriprise Financial Services, LLC located at 250 State Street, North Haven, Connecticut, United States. He 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®. With expertise in asset management, estate planning, retirement planning, investment strategies, and more, Christopher Coppola III is dedicated to providing comprehensive financial services to individuals and small business owners.
Robert J Lucarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
Robert J Lucarelli is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 250 State Street in North Haven, Connecticut, United States. Robert has 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®, CFP®, 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 Robert's expertise in asset management, financial planning, retirement planning, estate planning, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Robert J Lucarelli can provide you with comprehensive and personalized financial advice to help you achieve your goals.
Christopher Borajkiewicz - Private Wealth Advisor, Ameriprise Financial Services, LLC
Christopher Borajkiewicz is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 250 State Street in North Haven, Connecticut, United States. Christopher 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 Christopher's expertise in various areas of finance including wealth management, retirement planning, estate planning, investment management, and more. As a trusted advisor, Christopher is dedicated to providing personalized financial solutions to meet the needs of individuals, retirees, small business owners, and high net worth clients.
Ted Davis - Financial Advisor, Ameriprise Financial Services, LLC
Ted Davis is a financial advisor at Ameriprise Financial Services, LLC, located at 37 Broadway in North Haven, Connecticut, United States. Ted Davis specializes in providing comprehensive financial planning services to individuals, including asset management, retirement planning, estate planning, and insurance products. Ted Davis holds several certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst designation, Certified Estate Planner™ designation, Certified Exit Planning Advisor® designation, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant designation, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care designation, and Chartered Life Underwriter Designation®. Ted Davis is committed to providing expert financial advice and guidance to clients, with a focus on integrity, ethics, and professionalism.
Justin Z Knickerbocker - Financial Advisor, Ameriprise Financial Services, LLC
Justin Z Knickerbocker is a Financial Advisor at Ameriprise Financial Services, LLC located at 37 Broadway, North Haven, Connecticut, United States. Justin 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®. Justin specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and a commitment to continuing education, Justin is dedicated to helping clients achieve their financial goals and navigate complex financial situations.
Perlroth Donald L CPA
Perlroth Donald L CPA is a reputable accounting and finance institution located at 250 State Street in North Haven, Connecticut, United States. With years of experience in the field, they offer a wide range of services such as tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions to individuals and businesses alike. Trust Perlroth Donald L CPA for all your accounting and finance needs.
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