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TOP 30 Financial planning firm in Shelton, CT
3 results found
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Bridgelight Financial Advisors
Bridgelight Financial Advisors, located at 1 Corporate Drive in Shelton, Connecticut, specializes in helping individuals transition into retirement with tailored financial planning solutions. Our team will work with you to understand your unique needs and create a custom financial plan to ensure a reliable and predictable income stream for the rest of your life. We consider tax-efficient strategies, risk tolerance, portfolio fees, and personal care options to help you achieve your financial goals. Attend our informational seminars to learn more about retirement income strategies and wealth management. Contact us for a free 15-minute consultation to get started on securing your financial future. Please note that we are an independent financial services firm and do not provide tax or legal advice. Consult with your professional advisor before making any financial decisions.
Sabra Donovan - Barnum Financial Group
Sabra Donovan - Barnum Financial Group is a finance institution located at 6 Corporate Drive, Shelton, Connecticut, United States. We are dedicated to your financial well-being and helping you achieve your financial goals. Our founder has transformed Barnum into what it is today, and our leadership team is committed to achieving our mission. We strive to create a culture of belonging, respect, and opportunity for all, and we are dedicated to making a difference in the communities where we work and live. Our financial representatives are committed to your success, and we are proud to be recognized for our commitment to our clients. We offer expertise in managing risks, growing wealth strategically, and planning for your future. We understand that every major financial decision impacts your retirement, and we are here to guide you through important financial decisions such as switching jobs and considering tax implications.
McLean Law PLLC
McLean Law PLLC, located at 2 Trap Falls Road in Shelton, Connecticut, is a full-service law firm specializing in real estate law, business law, estate planning, family law, mediation, and civil litigation. Led by Attorney Bevon McLean, who has a wealth of experience in both legal and business fields, our team is dedicated to providing experienced and affordable representation to clients in Connecticut and beyond. With a strong background in business ownership and financial institutions, Attorney McLean brings a unique perspective to legal issues related to business transactions, real estate, and data privacy. Our firm offers a valuable combination of knowledge and experience to help clients achieve successful outcomes in their legal matters.
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