TOP 30 Financial planner advisor in Darien, Connecticut

4 results found

Merrill Lynch Financial Advisor Michael J Sweeney, located at 1020 Boston Post Road in Darien, Connecticut, offers insights, observations, and ideas to help clients pursue their financial goals. With a focus on personalized wealth management strategies, Michael Sweeney provides access to investment insights from Merrill and banking solutions from Bank of America. He believes in building relationships with clients by understanding their goals and priorities, and offers a personalized approach to help manage, grow, and preserve wealth. By utilizing the Investment Personality Assessment and staying connected with clients to adapt to changes in their lives and the financial markets, Michael Sweeney aims to help clients achieve their financial goals. As a Certified Financial Planner, he is registered in multiple states and offers a range of services to address the individual needs of his clients. With a commitment to putting clients first and providing ongoing support and guidance, Michael Sweeney works to help clients live their best financial lives.

Merrill Lynch Financial Advisor Francois A Morin is a finance institution located at 1020 Boston Post Road in Darien, Connecticut, United States. Our group specializes in advising families across generations on the accumulation, preservation, and transfer of wealth. We work with affluent families to simplify their financial lives so they can focus on what truly matters to them. Our dedicated advisors are committed to helping you pursue your goals through a transparent and thoughtful investment guidance aligned with your priorities. We believe that financial success is achieved when you can make investment decisions that align with your meaningful goals. Our Investment Personality Assessment helps us understand your investing preferences and customize a financial approach to help you achieve what matters most to you. We offer personalized plans centered on your goals and provide ongoing support to help you stay on track.

Robert E Hoffman is a financial advisor at Ameriprise Financial Services, LLC located at 30 Old Kings Highway South in Darien, Connecticut, United States. Robert 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 showcase Robert's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. With a focus on providing comprehensive financial planning services, Robert is dedicated to helping clients achieve their financial goals and secure their financial future.

Jeffry S Christensen - Ameriprise Financial Services, LLC is a finance institution located at 6 Thorndal Circle, Darien, Connecticut, United States. They offer a variety of 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®. They provide expertise in asset management, retirement planning, estate planning, investment strategies, and more. Their professionals are committed to upholding ethical standards and providing comprehensive financial planning services to individuals and businesses.