Financial planning for families in Connecticut

Susan Ianniello, Financial Professional at New York Life, located in Stratford, Connecticut, offers a wide range of financial services to meet your needs. From permanent life insurance policies to investments and retirement planning, Susan can help you create a customized financial strategy that aligns with your goals and budget. With expertise in insurance, investments, and estate planning, Susan can provide guidance on protecting your family's future and building wealth for generations to come. As a financial advisor with Eagle Strategies, Susan is committed to building long-term relationships with her clients and providing personalized support through life's biggest moments. Whether you're looking to secure your family's financial future, plan for retirement, or protect your assets, Susan Ianniello can help you navigate the complex world of finance with confidence and clarity. Contact Susan today to learn more about how she can help you achieve your financial goals.

Justin Brouillard - Private Wealth Advisor, Ameriprise Financial Services, LLC is a reputable financial institution located at 158 South Main Street in Putnam, Connecticut, United States. Specializing in wealth management services, Justin Brouillard and his team provide personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, they strive to provide exceptional service and guidance to individuals and families seeking to secure their financial future. Contact Justin Brouillard - Private Wealth Advisor, Ameriprise Financial Services, LLC today to start planning for a more secure tomorrow.

Stefan Sabbagh - Financial Advisor at Ameriprise Financial Services, LLC, located at 66 Main Street in Putnam, Connecticut, offers expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized planning and investment strategies, Stefan Sabbagh helps clients navigate the complexities of the financial world and build a secure financial future. Whether you are planning for retirement, saving for college, or investing for the future, Stefan Sabbagh is dedicated to helping you make informed decisions and achieve financial success.

Edward Jones - Financial Advisor: Alex Grantcharov, CFP® is a reputable financial institution located at 49 Locust Avenue in New Canaan, Connecticut, United States. As a Certified Financial Planner, Alex Grantcharov provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Alex Grantcharov and the team at Edward Jones are committed to providing top-notch financial guidance and support.

Interlock Financial, located at 57 Danbury Road in Wilton, Connecticut, is a finance institution founded by David Bunin, CFP®. With a focus on helping clients develop a solid financial plan for a secure future, Interlock Financial offers personalized services to help individuals and families achieve their financial goals. David Bunin understands the importance of feeling secure in the future and is passionate about financial planning. The institution specializes in creating integrated plans that bring together all aspects of a client's financial life, ensuring that each piece works together towards both short-term needs and long-term goals. If you feel like your finances are all over the place, Interlock Financial can help you lay the groundwork for a stable financial future. Check the background of this firm on FINRA's BrokerCheck to learn more about their services and expertise.

Paul Sheldon - Financial Advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street, Westport, Connecticut, United States, offers personalized financial planning and investment advice. With a focus on risk and reward, Paul helps clients navigate market volatility and determine their risk tolerance to create an appropriate investment strategy. Background and qualification information is available on FINRA's BrokerCheck website, ensuring transparency and trust. Clients can expect a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts.

Kim Bechtold, a financial advisor at Ameriprise Financial Services, LLC, located at 10 Wright Street in Westport, Connecticut, is dedicated to helping clients achieve a more confident financial future. As a lover of tennis and a proud owner of a 28-foot Boston Whaler, Kim understands the importance of enjoying life while also planning for the future. If you're not already a client of Ameriprise, you can take the next step towards financial security by scheduling a complimentary initial consultation with Kim. During this meeting, you'll receive an overview of financial planning concepts to help you understand your options.

Merrill Lynch Financial Advisor Jack Hoelzer is a reputable institution located at 2 Pine Street, New Canaan, Connecticut, United States. With over 60 years of combined experience in the industry, the advisors at Hoelzer Steele Group are dedicated to providing top-notch financial services to clients. They focus on building trust through frequent communication, honesty, and transparency. The team takes a holistic approach to financial planning, considering clients' investment objectives, goals, and risk tolerance. They work closely with clients to create customized financial strategies that align with their unique needs and priorities. Whether clients are planning for retirement, saving for college, or passing on wealth to future generations, the team at Hoelzer Steele Group is committed to helping clients achieve their financial goals. Recognized by Forbes as "Best-in-State Wealth Management Teams" for 2023 and 2024, the advisors at Merrill Lynch are dedicated to providing exemplary client service. They offer personalized wealth management services to affluent individuals, families, and professionals, helping them organize their finances and achieve their financial goals. By leveraging the resources of Merrill and Bank of America, the team at Hoelzer Steele Group provides clients with comprehensive financial solutions to address all aspects of their financial life. Whether clients are experiencing life changes or market fluctuations, the advisors at Merrill Lynch are there to help clients stay on track and achieve their financial objectives. With a focus on personalized service and tailored investment strategies, Merrill Lynch Financial Advisor Jack Hoelzer is committed to helping clients live their best financial lives.

David Lalich - Financial Advisor at Ameriprise Financial Services, LLC, located at 2507 Post Road, Fairfield, Connecticut, is an Ameriprise Platinum Financial Services® Advisor. With a focus on personalized financial advice, investments, and solutions, David Lalich helps clients achieve their financial goals and navigate life's uncertainties. By providing sound strategies and tracking progress, he assists clients in meeting their current needs and saving for the future. David Lalich is registered in states where he conducts securities business, as listed on FINRA's BrokerCheck website. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. While Ameriprise Financial cannot guarantee future financial results, clients can trust in the expertise and guidance provided by David Lalich. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC prioritizes privacy and security for all clients. Feel free to refer friends and family to David Lalich for assistance in achieving their financial goals.

Merrill Lynch Financial Advisor Stephen G Mackenzie is a 4-person wealth management advisory team with over 75 years of combined industry experience located in New Canaan, Connecticut. Clients are drawn to their group for their experience, knowledge, and responsiveness. They maintain strong, long-term relationships with clients who appreciate their analytical investment approach and high level of personalized client service. They help a select group of individuals and families manage and simplify their finances and investments, offering boutique-like service, broad global resources, and customized financial strategies. They specialize in addressing the unique challenges presented by newly acquired wealth. The team believes in creating a customized goals-based financial strategy for each family to guide them in understanding the relationship between their personal objectives and the value of their money. By utilizing the resources and insights of their internal specialists, they offer potential solutions to the complex challenges of significant wealth. They start every relationship with a conversation to identify and prioritize which goals matter most to the client.

George Kursar - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3 Landmark Square in Stamford, Connecticut, United States. As a reputable finance advisor, George Kursar provides personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, George Kursar and his team strive to provide expert guidance and support to individuals and families seeking to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, George Kursar - RBC Wealth Management Financial Advisor is dedicated to helping you make informed decisions and achieve financial success.

Eric Johnson, a financial advisor at Ameriprise Financial Services, LLC, located at 2507 Post Road in Fairfield, Connecticut, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review and analyze progress, Eric helps clients adjust their approach as life changes and track their financial goals. Clients can easily access their investments and accounts from any device, securely sharing information with Eric. Those interested can schedule a complimentary initial consultation to learn more about how Eric can help achieve financial goals. Eric Johnson is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, providing a secure and regulated environment for financial planning. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, with the understanding that future financial results cannot be guaranteed. By referring friends or family members to Eric, clients can help others achieve their financial goals with the support of a trusted advisor. For more information on privacy, security, and online regulations, clients can visit the Ameriprise Financial website.

Steven Buczek - TD Wealth Financial Advisor is a reputable financial institution located at 1625 Summer Street in Stamford, Connecticut, United States. As a trusted advisor, Steven Buczek provides personalized financial planning and investment services to help clients achieve their financial goals. With a strong focus on wealth management, retirement planning, and investment strategies, Steven Buczek offers expert advice and guidance to individuals and families looking to secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Steven Buczek - TD Wealth Financial Advisor is a top choice for those seeking professional financial services in the Stamford area.

Merrill Lynch Financial Advisor Matthew Heisler is a 4-person wealth management advisory team with over 75 years of combined industry experience located in New Canaan, Connecticut. Clients are drawn to their group for their expertise, knowledge, and responsiveness. They provide personalized client service and analytical investment approaches to help individuals and families manage and simplify their finances and investments. They offer boutique-like service, global resources, and customized financial strategies to help clients achieve their goals. The team believes in creating customized goals-based financial strategies to best understand each family's specific needs and priorities. By utilizing the Investment Personality Assessment, they can tailor financial approaches to help clients pursue what matters most to them. They offer Merrill Personal Wealth Analysis™ to build personalized plans centered on goals. The team is committed to building strong client relationships based on trust and personalized service. They work with clients to regularly review goals and financial approaches to stay on track towards achieving what's most important. The team believes in putting clients first and providing comprehensive financial solutions. They offer the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Financial Advisor Matthew Heisler is dedicated to helping clients navigate the complexities of their financial lives and achieve their goals.

Marco Ventrella - RBC Wealth Management Financial Advisor is a renowned financial institution located at 285 Riverside Avenue in Westport, Connecticut, United States. As a trusted advisor, Marco Ventrella offers personalized financial planning and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Marco Ventrella provides expert guidance on investment strategies, retirement planning, estate planning, and more. Clients can expect top-notch service and tailored solutions to meet their unique financial needs.

Holton Goward Wealth Management Group - UBS Financial Services Inc. is a prestigious financial institution located at 265 Church Street in New Haven, Connecticut, United States. With a strong focus on providing personalized wealth management services, the team at Holton Goward is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, they offer a comprehensive range of services to meet the unique needs of each individual. With a reputation for excellence and a commitment to client satisfaction, Holton Goward Wealth Management Group is a trusted partner in financial success.

Marc Agresti: Primerica - Financial Services is a reputable finance and insurance agency located at 185 Plains Road in Milford, Connecticut, United States. With a focus on providing comprehensive financial services to individuals and families, Marc Agresti and his team offer expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Primerica is dedicated to helping you secure a stable financial future. Visit their office today to learn more about the services they offer and how they can assist you in reaching your financial objectives.

Edward Jones - Financial Advisor: Lori Liell is a reputable financial institution located at 120 East Avenue in Norwalk, Connecticut, United States. As a dedicated and experienced financial advisor, Lori Liell provides personalized financial planning services to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Lori Liell is committed to helping individuals and families navigate the complexities of investing and financial planning. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Lori Liell and her team are here to provide expert guidance and support every step of the way.

Merrill Lynch Financial Advisor Gregory Romatzick, located at 253 Post Road West, Westport, Connecticut, United States, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. Our team of talented and experienced individuals focuses on your family, goals, and priorities, adapting as they evolve over time. Through in-depth conversations, we identify and prioritize your most important goals, whether it's wealth transfer, pursuing your passions, or planning for the future. Drawing on research in behavioral finance, we use the Investment Personality Assessment to tailor a financial approach that aligns with your values and goals. Our mission is to understand you and your aspirations, designing a personalized plan to help you and your family achieve financial success while managing risk. By regularly reviewing your goals and progress, we ensure that your financial approach adapts to changes in your life and the markets. With access to investment insights from Merrill and banking solutions from Bank of America, we collaborate with you to develop a comprehensive strategy to address your financial needs. Let us work together to help you reach your goals and live your best financial life.

Northwestern Mutual Financial: Cox Valerie is a finance and insurance agency located at 274 Riverside Avenue in Westport, Connecticut, United States. With a focus on providing comprehensive financial planning and insurance services, the institution is dedicated to helping individuals and families achieve their financial goals and secure their futures. Led by experienced financial advisor Valerie Cox, Northwestern Mutual Financial offers personalized guidance and solutions tailored to each client's unique needs. From retirement planning to risk management, the institution is committed to helping clients build and protect their wealth for the long term.

William Trond is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 2425 Post Road in Fairfield, Connecticut, United States. With a focus on finance, William Trond offers expert advice and guidance to clients looking to secure their financial future. Background and qualification information can be found on FINRA's BrokerCheck website. The institution's Client Relationship Summary Disclosure provides valuable information for potential clients. William Trond is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution offers consultations on financial planning concepts, with a focus on what is most important to each individual. While Ameriprise Financial cannot guarantee future financial results, they strive to help clients achieve their financial goals. Users of the Ameriprise Financial website agree to abide by the rules and regulations set forth. Privacy and security are a top priority, with measures in place to protect clients' information. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with peace of mind. Referrals are welcomed, and William Trond looks forward to helping friends and family members achieve their financial goals. The institution's commitment to privacy, security, and online protection is evident in their Online Security Guarantee and efforts to combat email fraud.

Merrill Lynch Financial Advisor Steven M Nussbaum is a finance institution located at 253 Post Road West, Westport, Connecticut, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch Wealth Management focus on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, they help you identify and prioritize your most important goals, whether it's wealth transfer, pursuing passions, or planning for the future. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. The advisors at Merrill Lynch work with you to develop a personalized plan to manage, grow, and preserve your wealth, while also considering the impact for years to come. They believe in helping you turn your goals into reality by focusing on potential solutions tailored to your needs. With tools like the Merrill Personal Wealth Analysis™, they can build a plan centered on your goals. The advisors understand that life and financial markets can change over time, so they regularly check in to discuss any adjustments needed to your financial approach. By getting to know you personally, the advisors can help create a financial approach that reflects your personality and priorities. With a dedicated Merrill advisor, you can receive personalized investment strategies and access to comprehensive financial solutions from Bank of America. The advisors at Merrill Lynch put you first, every day, helping you navigate the complexities of your financial life to pursue your goals.

Joseph Chu - RBC Wealth Management Financial Advisor is a premier financial institution located at 3 Landmark Square in Stamford, Connecticut, United States. As a trusted advisor, Joseph Chu provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment solutions, Joseph Chu offers expert guidance and tailored recommendations to clients seeking to secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Joseph Chu - RBC Wealth Management Financial Advisor is a top choice for individuals and families looking for professional financial services.

Merrill Lynch Financial Advisor Stephen M Raccuia, located at 1499 Post Road, Fairfield, Connecticut, United States, is a finance institution supported by the global resources of Merrill. The team is made up of talented and experienced individuals who prioritize building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to any changes over time. Through conversations, the advisor helps identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. By utilizing the Investment Personality Assessment, the team can customize a financial approach tailored to your preferences and goals. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop a financial plan designed to address your needs. The mission is to understand you and what matters most, creating a personalized plan to help you pursue your financial goals while managing risk. Through the Merrill Personal Wealth Analysis, the team can build and document a plan centered on your goals. Regular check-ins ensure your financial approach aligns with any changes in your life or the market. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors are dedicated to helping you achieve your goals.

Javier Cabral is a Financial Advisor at Ameriprise Financial Services, LLC located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Javier specializes in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can access their investments and accounts from any device, track progress towards their goals, and communicate securely with Javier. With a focus on retirement, education, and major purchases, Javier documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can schedule a complimentary initial consultation to learn more about how Javier can help them achieve their financial goals. Javier is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Javier also offers complimentary sessions on topics such as Social Security benefits, retirement planning, productivity, and work-life balance. Clients can refer friends or family members to Javier for financial guidance, and can expect timely follow-up from Javier. The Ameriprise Financial website provides rules and regulations, privacy and security information, and resources to protect against email fraud.

Edward Jones - Financial Advisor: Scott Alley is a reputable financial institution located at 79 East Putnam Avenue in Greenwich, Connecticut, United States. As a trusted finance advisor, Scott Alley provides personalized financial planning and investment services to help individuals and families achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Scott Alley is committed to providing expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, Scott Alley and his team are dedicated to helping you make informed decisions and secure your financial future.

At Merrill Lynch Financial Advisor Bryan M Fox, located at 301 Tresser Boulevard in Stamford, Connecticut, you will find a dedicated team committed to understanding your values and helping you achieve your financial goals. Through one-on-one conversations and personalized communication, they aim to get to know you and your family, and what you want to accomplish with your assets. Whether you are planning for retirement, saving for a home, funding education, or considering wealth transfer, the team is here to assist you every step of the way. With over 40 years of experience, The Fox Group at Merrill Lynch Wealth Management provides personalized wealth management advice and guidance tailored to high net-worth individuals and successful business owners. By focusing on your individual goals and priorities, they create customized investment strategies to help you achieve both financial and personal success.

Wealth Planning Strategies - Ameriprise Financial Services, LLC is a finance institution located at 41 West Putnam Avenue, Greenwich, Connecticut, United States. They offer personalized advice to help clients achieve their financial goals. Their financial advisors are registered to do business in certain U.S. states and can provide information on risk tolerance and investment strategies. The institution offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. They are a member of FINRA and SIPC. Clients can refer friends or family members to the institution for assistance with their financial goals. The institution prioritizes privacy and security, and users of their website agree to abide by their rules and regulations.

Merrill Lynch Financial Advisor Armando R. Olivieri is a finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our experienced financial advisors focus on your family, goals, and priorities, adapting to changes over time. We begin every relationship with a conversation to understand your most important goals and priorities, whether it's saving for retirement, buying a home, or funding your child's education. Through our Investment Personality Assessment, we tailor a financial approach to help you achieve what matters most to you. Our mission is to help you design and implement a personalized plan to pursue your financial goals and manage investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop an approach designed to meet your financial needs. Let's work together to help you achieve your goals and navigate the financial complexities of life.

Merrill Lynch Financial Advisor Elizabeth Angelone, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a prestigious institution offering finance services. The team of advisors at Merrill Lynch has received recognition from various financial industry publications, setting the standard for exemplary client service. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The institution focuses on helping clients pursue their personal planning strategies, whether it be funding children's educations, ensuring income lasts in retirement, or managing the transfer of wealth to the next generation. The team at Merrill Lynch believes in including the entire family in the financial planning process and works closely with clients to identify and define their goals. Through tools like the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, the team helps clients create personalized plans centered on their goals. With a commitment to putting clients first, Merrill Lynch Financial Advisor Elizabeth Angelone aims to help clients navigate the financial and economic landscapes to achieve their financial goals.