TOP 30 Financial planning and consulting services in Hartford, Connecticut

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Michael Snow - Financial Advisor at Ameriprise Financial Services, LLC, located at 185 Asylum Street in Hartford, Connecticut, is a trusted institution in the finance industry. As the 2023 recipient of the Ameriprise Client Experience Award, Michael Snow and his team provide personalized advice to help clients reach their financial goals in the short and long term. With over 15 years of experience, clients have praised Michael for his professionalism, knowledge, and expertise in helping them achieve their retirement goals. Ameriprise Financial Services, LLC has a long history of building 1-to-1 relationships with clients, ensuring they have a financial advisor they can trust for their financial success. Whether you are looking to start financial planning or seeking advice on investments, Michael Snow and his team are here to help. They offer complimentary initial consultations to discuss your financial needs and provide an overview of financial planning concepts.

River Valley Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 99 East River Drive in East Hartford, Connecticut, United States. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. They emphasize the importance of regular meetings to review and update financial strategies as life changes. The institution cannot guarantee future financial results. Clients can expect a high level of privacy and security when working with River Valley Wealth Management - Ameriprise Financial Services, LLC.

Gregg Maleri is a financial advisor at Ameriprise Financial Services, LLC, located at 185 Asylum Street in Hartford, Connecticut, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Gregg Maleri helps individuals, retirees, small business owners, and high net worth clients with their financial needs. Whether it's portfolio management, fiduciary practices, or specialized planning for seniors, divorce, or special needs families, Gregg Maleri is dedicated to providing personalized and expert financial advice.

Richard J Vogler is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 99 East River Drive in East Hartford, Connecticut, United States. Richard holds several prestigious certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, and Accredited Investment Fiduciary® (AIF®) designation. He is also an APMA™ Accredited Portfolio Management Advisor™ and holds the AWMA℠ certification. Additionally, Richard is a Behavioral Financial Advisor and a Chartered Advisor in Philanthropy® (CAP®). He is also certified in fixed-rate and variable annuities, as well as issues impacting seniors and those planning for retirement with the CASL® credential. Richard is a Certified Divorce Financial Analyst and a Certified Estate Planner™. He has completed the Certified Exit Planning Advisor® Program and holds the Chartered Financial Analyst® designation. Richard is a CERTIFIED FINANCIAL PLANNER™ and a Certified Fund Specialist. He is also a Chartered Financial Consultant® and a Chartered Special Needs Consultant. Richard is a Certified Investment Management Analyst® and a Certified Kingdom Advisor®. He is also Certified in Long-Term Care and holds the Chartered Life Underwriter Designation®. Richard is a Certified Military Financial Advisor® (CFMA®) and is trained to serve veterans, active duty, Reserve, National Guard, and their families. With his extensive knowledge and expertise, Richard J Vogler is dedicated to providing top-notch financial services to his clients.

Merrill Lynch Financial Advisor David F. Farnham is located at 29 South Main Street in West Hartford, Connecticut, United States. David has been in the financial services industry since 2007 and joined Merrill Lynch Wealth Management in 2010. He is dedicated to building and maintaining strong relationships with clients and is passionate about helping individuals and families make important financial decisions. David's wealth management approach is consultative, objective, and focused on excellence. He listens to clients' goals and preferences, offers personalized recommendations, and covers a wide range of opportunities including investments, retirement planning, estate planning, and philanthropy. David holds various financial certifications and licenses, including the Chartered Retirement Planning Counselor designation. He is committed to helping clients pursue their investment objectives and offers personalized advice and guidance tailored to each client's unique situation. David is actively involved in non-profit fundraising efforts and enjoys traveling, golfing, and spending time with his family.

Horizon Financial Advisors is a reputable financial institution located at 16 Arapahoe Road in West Hartford, Connecticut, United States. With a team of experienced and knowledgeable financial advisors, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, our team is here to provide personalized solutions tailored to your individual needs. Trust Horizon Financial Advisors to guide you towards a brighter financial future.

Doug Veillette, a Financial Advisor at Ameriprise Financial Services, LLC, located at 185 Asylum Street in Hartford, Connecticut, is dedicated to helping clients prepare for their financial goals. With a focus on personalized financial advice, Doug aims to help clients feel more confident and in control of their financial lives. Through understanding what is important to each individual, whether it be saving for college, planning for retirement, or making smart investments, Doug provides guidance to prepare for both expected and unexpected events. Doug Veillette encourages clients to explore the Retirement InteractiveSM tool to address common retirement questions and challenges. By offering complimentary initial consultations, Doug helps clients take the first step towards a more secure financial future. As a registered investment adviser with Ameriprise Financial Services, LLC, Doug Veillette provides investment advisory products and services while adhering to strict regulations set forth by FINRA and SIPC.

Merrill Lynch Financial Advisor Paul K Brewer is a reputable financial institution located at 185 Asylum Street, Hartford, Connecticut, United States. Recognized by Forbes as one of the "Top Next-Generation Wealth Advisors Best-in-State" in 2023, the institution is supported by the global resources of Merrill and a team of talented individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting to changes over time. Through conversations and an Investment Personality Assessment, the institution aims to understand your goals and priorities, providing personalized financial approaches to help you achieve what matters most to you. By staying informed about your life changes and financial goals, Merrill Lynch helps you manage, grow, and preserve your wealth for the future. With a focus on understanding you and your aspirations, Merrill Lynch Wealth Management Advisors work with you to design and implement a personalized plan to pursue financial goals while managing investment risk. The institution offers the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. By regularly reviewing and adjusting your financial approach, Merrill Lynch helps you stay on track to achieve your goals. With a commitment to putting you first, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals.

Mark Monroe - RBC Wealth Management Financial Advisor is a reputable financial institution located at 20 Church Street in Hartford, Connecticut, United States. As a trusted advisor, Mark Monroe provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and retirement planning, Mark Monroe offers expert guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Mark Monroe is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Kathleen Cook is a finance institution located at 29 South Main Street, West Hartford, Connecticut, United States. Our mission is to understand you and what matters most to you, in order to help you design and implement a personalized plan to pursue your financial goals while managing investment risk. We focus on potential solutions to turn your goals into reality, whether it's planning for future expenses, education, business transactions, or wealth transfer. With access to Merrill's investment insights and Bank of America's banking solutions, we work with you to develop a financial approach tailored to your needs. Our team of experienced professionals is committed to building strong client relationships based on trust and personalized service. We offer personalized wealth management strategies to help you achieve your goals, with a deep understanding of your financial picture. We believe in staying connected with you to discuss changes in your life and update your financial approach accordingly. Let's work together to help you reach your goals and live your best financial life.

Merrill Lynch Financial Advisor Lucas Smith is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired financial goals. Investment involves risks, and the institution does not provide legal, tax, or accounting advice. Services offered include brokerage, investment advisory, insurance, and annuity products. Trust and fiduciary services are provided by Bank of America Private Bank, and banking products are offered by Bank of America, N.A. Various certifications and trademarks are held by the advisors, ensuring expertise and professionalism. The institution strives to provide clients with useful information and offers a broad range of financial services. Disclaimer: "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Clients are redirected to FINRA's BrokerCheck when leaving the Bank of America website.

Ameriprise Financial is a finance institution located at 99 East River Drive in East Hartford, Connecticut, United States. Each Ameriprise advisor has specific areas of focus, allowing you to find the one that best aligns with your financial goals. You can review their backgrounds, credentials, and experience to make an informed decision. To connect with your desired advisor, simply fill out the "Request consultation" form and they will reach out to schedule a complimentary initial consultation. Take the first step towards achieving your financial objectives with Ameriprise Financial.

Merrill Lynch Financial Advisor James M Sleight, located at 185 Asylum Street, Hartford, Connecticut, United States, is a trusted institution that values building strong relationships with clients. They take the time to understand your individual financial goals and create a personalized investment and planning approach to help you pursue those goals. Their team of experienced professionals offers investment insights, trust and fiduciary services, and credit and lending solutions to help you achieve financial success. The institution's commitment is centered on making your needs a priority and helping you stay on track to reach your goals, no matter how your life or the financial markets may change. With a focus on personalized service and a dedication to understanding what matters most to you, Merrill Lynch Financial Advisor James M Sleight is your ally in achieving financial security for yourself and future generations.

Merrill Lynch Financial Advisor Bradford Porter, located at 29 South Main Street, West Hartford, Connecticut, United States, is dedicated to understanding your financial goals and priorities. With a personalized approach, they help you design and implement a customized plan to manage investment risk and pursue your family's financial goals. Their team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they can help you build a personalized plan centered on your goals. As your life and goals change, they offer tools to help you stay on track and adjust your financial approach accordingly. With accolades such as Forbes' "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors," their advisors are recognized for exemplary client service. Whether you're planning for retirement, buying a home, or funding education, Merrill Lynch Financial Advisor Bradford Porter can help you navigate the complexities of your financial life and reach your goals.

Lynch Financial Advisor Jim Armstrong is a finance institution located at 185 Asylum Street in Hartford, Connecticut, United States. As your Merrill advisor, Jim Armstrong provides personalized financial advice and guidance to help you develop a customized wealth management approach based on your risk tolerance, time horizon, and liquidity needs. With access to global investment insights from Merrill, Jim is committed to bringing you value at every step of the wealth management process. His team, supported by the resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. Jim Armstrong, a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, focuses on your priorities, goals, and family, adapting your financial approach as needed over time. With a focus on understanding your aspirations and addressing the issues that matter most to you, Jim can help you manage, grow, and preserve your wealth while considering the impact it can have for years to come. By providing advice and guidance tailored to your needs, Jim helps you pursue your most important financial goals.

Christie Treat - RBC Wealth Management Financial Advisor is a leading financial institution located at 20 Church Street in Hartford, Connecticut. As a trusted advisor, Christie Treat provides personalized financial planning and investment advice to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Christie Treat offers expertise and guidance to individuals and families looking to secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Christie Treat - RBC Wealth Management Financial Advisor is a premier destination for those seeking professional financial services in the Hartford area.

Merrill Lynch Financial Advisor Eugene J Duarte, located at 29 South Main Street, West Hartford, Connecticut, United States, is dedicated to understanding your financial goals and priorities. Their personalized approach involves asking thoughtful questions, listening carefully, and designing a customized plan to help you pursue your aspirations while managing investment risk. With access to the resources of Merrill and Bank of America, they offer comprehensive financial solutions tailored to your needs. Their team of experienced professionals is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they can create a flexible strategy that adapts to changing market conditions and helps you achieve your goals. As your life and financial situation evolve, they will work with you to adjust your approach and ensure you stay on track.

Sarah Hobbs is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 99 East River Drive, East Hartford, Connecticut, United States. Sarah 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®. Sarah is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and advanced knowledge in asset management, investment strategies, estate planning, and retirement planning, Sarah is committed to helping clients achieve their financial goals. Contact Sarah Hobbs today for expert financial advice and personalized solutions tailored to your unique needs.

Merrill Lynch Financial Advisor Alma M Kruh is a finance institution located at 29 South Main Street, West Hartford, Connecticut, United States. Our mission is to understand your financial goals and aspirations in order to design and implement a personalized plan to help you manage investment risk and pursue your objectives. We focus on providing solutions to turn your goals into reality, whether it's planning for future expenses, education, or wealth transfer. With access to Merrill's investment insights and Bank of America's banking solutions, we work with you to develop an approach tailored to your financial needs. Our team is dedicated to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to create a customized plan centered on your goals. As your life and financial markets change, we will help you stay on track by revisiting and adjusting your financial approach. Our goal is to help you achieve what's most important to you through personalized wealth management strategies.

Merrill Lynch Financial Advisor Thomas Zimmer is a leading financial institution located at 185 Asylum Street in Hartford, Connecticut, United States. As a trusted finance advisor, Thomas Zimmer provides personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, clients can trust Merrill Lynch Financial Advisor Thomas Zimmer to provide expert guidance and support in navigating the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Henehan & Pekala - Ameriprise Financial Services, LLC is a finance institution located at 111 Founders Plaza in East Hartford, Connecticut, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards goals securely from any device. The institution provides complimentary initial consultations to discuss financial planning concepts and potential strategies. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. Clients can refer friends and family members for financial assistance. The institution is a member of FINRA and SIPC, with a focus on privacy and security for clients. Contact them to schedule a consultation and learn more about achieving financial goals.

Dennis Leone - Ameriprise Financial Services, Inc. is a finance institution located at 111 Founders Plaza in East Hartford, Connecticut, United States. With a focus on providing personalized financial planning services, they help clients achieve their financial goals and secure their financial future. From retirement planning to investment management, Dennis Leone and his team offer expert advice and guidance to help clients make informed decisions about their finances. With a commitment to excellence and a dedication to client satisfaction, Dennis Leone - Ameriprise Financial Services, Inc. is a trusted partner in financial planning.

Rick Hendee is a financial advisor at Ameriprise Financial Services, LLC, located at 185 Asylum Street in Hartford, Connecticut, United States. Ameriprise has been recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek. Rick provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Initial consultations are complimentary and offer an overview of financial planning concepts. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Rick Hendee is registered to conduct securities business in certain states. Referrals are appreciated, and clients can expect personalized attention to help achieve their financial goals.

The Nolan Maleri Group at Ameriprise Financial Services, LLC, located at 185 Asylum Street in Hartford, Connecticut, is a finance institution that offers personalized financial planning services. Whether you are planning for retirement, education, or a major purchase, we provide investment recommendations tailored to your goals and risk tolerance. We regularly review and adjust your portfolio as needed, helping you track your progress along the way. With secure online access, you can monitor your investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how we can assist you. Our financial advisors are registered in select U.S. states and adhere to strict regulations to ensure your financial security. Contact us today to discuss your financial objectives and start planning for a secure future.

Merrill Lynch Financial Advisor David E Goodwin is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. Top advisors like Brendan work closely with ultra-affluent families to provide tailored investment portfolios and strategies focused on long-term wealth accumulation, preservation, cash flow generation, and legacy planning. The team at Merrill Lynch Wealth Management focuses on understanding clients' goals, priorities, and aspirations to create personalized financial plans. With access to the resources of Merrill and Bank of America, advisors help clients manage, grow, and preserve their wealth. The institution offers the Investment Personality Assessment to customize financial approaches based on individual preferences and goals. Regular check-ins and updates ensure that clients' financial plans reflect changes in their lives and the market. Merrill Lynch Advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial solutions.

David Hannah, a financial advisor at Ameriprise Financial Services, LLC, located at 99 East River Drive in East Hartford, Connecticut, offers expert guidance and personalized financial planning services. With a focus on helping clients achieve their financial goals, David Hannah is a registered investment adviser and member of FINRA and SIPC. Clients can expect a complimentary initial consultation to discuss financial planning concepts and explore investment options. While past performance does not guarantee future results, David Hannah is dedicated to providing tailored solutions to help clients navigate the complexities of the financial market. Users of the Ameriprise Financial website can access important disclosures and information about the services offered. Whether you're looking to secure your financial future or seeking advice on investment opportunities, David Hannah is ready to meet with you to discuss what matters most to you. Contact Ameriprise Financial Services, LLC today to schedule your consultation and take the next step towards a more confident financial future.

Merrill Lynch Financial Advisor Gregory S Grande, located at 185 Asylum Street in Hartford, Connecticut, offers personalized wealth management strategies tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Gregory Grande can help you navigate today's changing market conditions. Gregory Grande follows the Merrill tradition of community service, volunteering with local organizations. Through Merrill Personal Wealth Analysis™, a personalized plan can be created centered on your aspirations and focused on achieving what matters most to you. By understanding your goals and priorities, Gregory Grande can help you pursue financial success through a customized approach.

Merrill Lynch Financial Advisor Trevor A Glasgow is a reputable finance institution located at 185 Asylum Street in Hartford, Connecticut, United States. With a team of experienced professionals led by Trevor A Glasgow, they offer a wide range of financial services and expert advice to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management, Merrill Lynch Financial Advisor Trevor A Glasgow is dedicated to providing personalized solutions to meet your individual needs. Visit their office in Hartford or contact them for a consultation to start planning for a secure financial future.

Donald Ratte - Financial Advisor, Ameriprise Financial Services, LLC, located at 111 Founders Plaza, East Hartford, Connecticut, United States, offers a wide range of financial services and expertise. Donald Ratte holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to providing comprehensive and tailored financial solutions to his clients. With a focus on asset management, retirement planning, estate planning, and investment strategies, Donald Ratte ensures that individuals, retirees, small business owners, and high net worth clients receive personalized and professional advice. Additionally, Donald Ratte is equipped to assist clients with specialized needs such as domestic partnerships, philanthropic planning, divorce financial analysis, and long-term care planning. By holding certifications such as CFP®, CFA®, and CLU®, Donald Ratte demonstrates his expertise and dedication to delivering high-quality financial advice. Whether you are looking for retirement planning, investment management, or estate planning services, Donald Ratte - Financial Advisor, Ameriprise Financial Services, LLC, is a reliable and trusted partner in helping you achieve your financial goals.

Bruce E Sutkowski is a financial advisor with Ameriprise Financial Services, LLC located at 99 East River Drive in East Hartford, Connecticut, United States. With a focus on providing personalized financial solutions, Bruce E Sutkowski offers expert advice and guidance to help clients achieve their financial goals. Each Ameriprise advisor has their own "Top areas of focus" that align with different financial needs, so clients can choose an approach that best suits their individual situation. By reviewing the backgrounds, credentials, and experience of advisors like Bruce E Sutkowski, clients can make informed decisions about their financial future. To schedule a complimentary initial consultation with Bruce E Sutkowski or another desired advisor, clients can fill out the "Request consultation" form on the Ameriprise website and the advisor will reach out to them to begin the financial planning process.