TOP 30 Financial planner advisor in New London, Connecticut

6 results found

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 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. 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. 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. 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.

Jim Balesano - Financial Advisor, Ameriprise Financial Services, LLC, located at 224 New London Turnpike in Glastonbury, Connecticut, United States, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jim Balesano is equipped to provide expert advice on asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, annuities, divorce financial analysis, estate planning, exit planning, and more. With a commitment to ethics and continuing education, Jim Balesano is dedicated to helping clients make informed financial decisions and achieve their long-term goals.