Comprehensive estate planning in New London, Connecticut

Barnum Financial Group in New London, CT is dedicated to your financial well-being and helping you achieve your financial goals. Our leadership team is committed to achieving Barnum's mission and creating a culture of belonging, respect, and opportunity for all. We offer a complete list of every financial representative working with us and are proud to be recognized for our commitment to our clients' success. We provide educational opportunities to help you maximize financial opportunities and overcome challenges. Our knowledgeable team can assist you in every step of your financial journey, from managing risks to growing your wealth strategically. We offer insightful guidance, solutions, knowledge, and personalized service to help you meet your needs and achieve your goals.

Carson Wealth, located at 10 Melrose Drive in Farmington, Connecticut, is a finance institution dedicated to helping families and businesses achieve their financial and life goals through personalized financial planning. Our team of financial advisors specializes in creating tailored financial plans, estate planning, tax planning, portfolio management, business planning, and private client services. We also emphasize the importance of estate planning to ensure that assets are passed down to intended heirs in the most efficient way. Our advisors work with clients in Farmington, Wallingford, New Haven, Middlesex, New London, Fairfield, Windham, Tolland, Hartford, Litchfield, and beyond to address potential pitfalls and prepare for retirement. We offer comprehensive financial planning services to help clients manage their wealth and prepare for the future. Our investment process is designed to align portfolios with specific goals and objectives while managing investment risk.

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.

Rogers Financial Services is a reputable finance institution located at 112 New London Road in Groton, Connecticut. With a strong commitment to providing high-quality financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Rogers Financial Services is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.

Peter E Bergendahl - Morgan Stanley is a finance institution located at 125 Eugene O'Neill Drive in New London, Connecticut, United States. With a focus on providing comprehensive financial services, this institution offers personalized investment strategies, wealth management solutions, and retirement planning services to help clients achieve their financial goals. The team at Peter E Bergendahl - Morgan Stanley is dedicated to providing top-notch financial advice and guidance to individuals, families, and businesses in the New London area. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Peter E Bergendahl - Morgan Stanley is committed to helping you achieve success.

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.

Berling & Associates is a reputable finance institution located at 3 Shaws Cove in New London, Connecticut, United States. With a team of experienced professionals, Berling & Associates offers a wide range of financial services including investment management, financial planning, and retirement planning. Clients can trust Berling & Associates to provide personalized and comprehensive financial solutions to help them achieve their financial goals.

Daniel Richard Adams Jr. - UBS Financial Services Inc. is a reputable financial institution located at 2 Union Street in New London, Connecticut, United States. Specializing in finance, this institution offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, Daniel Richard Adams Jr. - UBS Financial Services Inc. is dedicated to providing top-notch financial advice and solutions to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, this institution is committed to delivering personalized and comprehensive financial solutions tailored to your specific needs.

The Law Offices of Miriam Gardner-Frum, located at 6 Elm Street in Deep River, Connecticut, offers expert legal services in family law, specializing in divorce mediation in New London and Middlesex Counties. With 28 years of experience, Miriam Gardner-Frum focuses on helping clients resolve issues related to divorce, custody, and financial matters in a private and cost-effective manner, avoiding the need for litigation. In addition to divorce mediation, the firm also offers a wide range of mediation services for businesses, families with elder and probate concerns, and family partnerships. Miriam Gardner-Frum holds degrees in law (J.D.) and social work (M.S.W.) and has practiced law in New London and Middlesex Counties for 25 years. She is a Special Master in New London County and Regional Family Trial Docket, as well as a member of The Governor’s Task Force on Justice for Abused Children. Miriam Gardner-Frum has testified before a US Senate Subcommittee and the Connecticut Legislature and is a professor of Children’s Rights and Public Policy at Connecticut College. She is also a member of the Connecticut Counsel for Non-Adversarial Divorce and has served as President and board member of Safe Futures. Miriam Gardner-Frum is a Harvard-trained mediator and former Child and Family Therapist.

Family First Life- Summit is an insurance agency located at 80 Norwich-New London Turnpike in Montville, Connecticut. Our dedicated team is committed to putting families first by providing top-notch insurance services and personalized solutions to meet the unique needs of each client. With a focus on building long-lasting relationships and ensuring financial security for families, we strive to be a trusted partner in helping you protect what matters most. Contact us today to learn more about our comprehensive insurance options and how we can help you secure a brighter future for your loved ones.