The 30 Best Financial planner in Westport, Connecticut

Stratos Wealth Partners - Katherine Fibiger, CFP in Westport, CT is a leading financial institution located at 8 Wright Street. As a Certified Financial Planner, Katherine Fibiger provides expert financial advice and personalized wealth management services to clients in the Westport area and beyond. With a focus on building long-term relationships and helping clients achieve their financial goals, Stratos Wealth Partners is dedicated to providing top-tier financial planning and investment solutions. Contact Katherine Fibiger today to start planning for a secure financial future.

Thomas Locastro - Financial Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street in Westport, Connecticut, offers a wide range of financial services to meet the needs of individuals and businesses. Thomas Locastro holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, investment strategies, and retirement planning. Additionally, Thomas Locastro is a Certified Divorce Financial Analyst and a Certified Estate Planner™, providing specialized services for clients facing life-changing events. With a commitment to ethics and continuing education, Thomas Locastro is dedicated to helping clients achieve their financial goals and secure their financial future.

Arnold Blumenfeld - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10 Wright Street, Westport, Connecticut, United States. The institution offers a range of certifications and designations such as 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 cover various aspects of financial planning, investment management, estate planning, and specialized areas such as military financial advising. Arnold Blumenfeld - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients, tailored to their specific needs and goals.

Scott Zingone is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street in Westport, Connecticut, United States. Scott 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 Scott's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and more. Scott is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.

Arnel Gonzales is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street, Westport, Connecticut, United States. Arnel holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications demonstrate Arnel's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Arnel Gonzales is dedicated to providing clients with comprehensive and personalized financial advice and services.

Ross Mannino is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street in Westport, Connecticut, United States. Ross 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®. Ross is dedicated to providing comprehensive and personalized financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ross is committed to helping clients achieve their financial goals.

Stuart Gollomp is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street in Westport, Connecticut, United States. Stuart Gollomp holds various certifications such as 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 his expertise in asset management, retirement planning, estate planning, investment management, and more. Stuart Gollomp is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Stuart Gollomp for personalized financial advice tailored to your unique needs and goals.

Karen Goersch is a Financial Advisor at Ameriprise Financial Services, LLC located at 10 Wright Street, Westport, Connecticut, United States. She holds various certifications such as 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®. Karen is dedicated to providing expert financial advice and services to individuals and businesses, specializing in asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. She is committed to upholding the highest standards of ethics and professionalism in her practice.

Sean Kelley, CFP - UBS Financial Services Inc. is a reputable financial institution located at 8 Wright Street in Westport, Connecticut, United States. As a Certified Financial Planner, Sean Kelley offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment management, Sean Kelley and his team at UBS Financial Services Inc. provide top-notch financial solutions tailored to each client's unique needs. Trustworthy, experienced, and dedicated, Sean Kelley, CFP - UBS Financial Services Inc. is the go-to institution for all your financial planning needs.

Abby Wolman McElroy, CFP® - Morgan Stanley is a finance institution located at 500 Post Road East in Westport, Connecticut, United States. As a Certified Financial Planner, Abby Wolman McElroy offers personalized financial planning services to help clients achieve their financial goals. With the resources and expertise of Morgan Stanley, clients can expect comprehensive wealth management solutions tailored to their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Abby Wolman McElroy is dedicated to providing top-notch financial advice and guidance.