Certified financial planner services in Old Saybrook, Connecticut
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Edward Jones - Financial Advisor: Jack Giegerich, CFP®
● ClosedEdward Jones - Financial Advisor: Jack Giegerich, CFP® is a reputable financial institution located at 24 Elm Street in Old Saybrook, Connecticut, United States. Jack Giegerich, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families. Whether you are planning for retirement, saving for college, or managing your investments, Jack Giegerich and his team are dedicated to helping you navigate the complexities of the financial world with confidence.
24 Elm St #2, Old Saybrook, CT 06475, United States -
Eric Moreira - Financial Advisor, Ameriprise Financial Services, LLC
● OpenEric Moreira is a Financial Advisor at Ameriprise Financial Services, LLC located at 191 Main Street, Old Saybrook, Connecticut, United States. Eric Moreira holds various certifications including the 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 Eric Moreira's expertise in asset management, investment strategies, retirement planning, estate planning, and more. As a Certified Military Financial Advisor®, Eric Moreira is also trained to serve veterans and active duty personnel. Contact Eric Moreira for comprehensive financial planning services tailored to your individual needs.
191 Main St, Old Saybrook, CT 06475, United States -
Bartley C Damon - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBartley C Damon is a financial advisor at Ameriprise Financial Services, LLC located at 205 Old Boston Post Road in Old Saybrook, Connecticut, United States. Bartley C Damon 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 Bartley C Damon's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Bartley C Damon is committed to providing comprehensive and personalized financial advice to clients, with a focus on ethical practices and professional excellence.
205 Old Boston Post Rd, Old Saybrook, CT 06475, United States -
Christopher C Coburn - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher C Coburn is a Financial Advisor at Ameriprise Financial Services, LLC located at 205 Old Boston Post Road in Old Saybrook, Connecticut, United States. Christopher 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®. These certifications demonstrate Christopher's expertise in a wide range of financial planning areas, including asset management, estate planning, retirement planning, investment management, and more. With a focus on providing comprehensive and personalized financial advice, Christopher is dedicated to helping clients achieve their financial goals and secure their financial future.
205 Old Boston Post Rd, Old Saybrook, CT 06475, United States -
Erica Damon - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedErica Damon is a Financial Advisor at Ameriprise Financial Services, LLC located at 205 Old Boston Post Road in Old Saybrook, Connecticut, United States. Erica Damon holds various certifications and designations 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 Erica Damon's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. With a commitment to ethics and education, Erica Damon is equipped to provide comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and families with special needs. Whether you are looking to plan for retirement, manage investments, or address specific financial needs, Erica Damon can provide personalized and knowledgeable guidance to help you achieve your financial goals.
205 Old Boston Post Rd, Old Saybrook, CT 06475, United States
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