Financial planning for families in Connecticut

Northwestern Mutual Financial is a leading finance and insurance agency located at 60 Long Ridge Road in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions to meet the unique needs of each client, ensuring peace of mind and financial security for the future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual Financial is committed to guiding you towards a secure financial future.

LTC Financial Partners is a leading finance, health, and insurance agency located at 116 Morgan Street in Stamford, Connecticut, United States. With a focus on providing long-term care solutions for individuals and families, LTC Financial Partners offers expert advice and personalized services to help clients navigate the complex world of insurance and financial planning. Whether you are looking for assistance with retirement planning, healthcare coverage, or long-term care insurance, the experienced team at LTC Financial Partners is dedicated to helping you achieve your goals and secure your financial future.

Greenwich Family Office, located at 8 Sound Shore Drive in Greenwich, Connecticut, is a finance institution that empowers clients to make informed decisions about their wealth and financial future. With a team dedicated to providing bespoke investment strategies and comprehensive financial planning, the institution offers a range of services tailored to meet the unique needs of each client. From managing day-to-day finances to creating a long-term financial plan, Greenwich Family Office is committed to ensuring stability for today and for future generations. Clients also have access to exclusive experiences and concierge services through curated Rockefeller Lifestyle Advisory partners. Led by experienced professionals, including a Senior Client Relationship Manager and Chief Investment Officer, the institution strives to provide objective, holistic, and relevant advice to help clients achieve their financial goals. With a focus on transparency and trust, Greenwich Family Office is dedicated to helping clients build a legacy that aligns with their values and aspirations.

Merrill Lynch Financial Advisor Elizabeth M Maccarone, located at 301 Tresser Boulevard in Stamford, Connecticut, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, the institution is supported by the global resources of Merrill Lynch, with a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Merrill Lynch Wealth Management focuses on understanding the things that matter most to you - your family, goals, and priorities. By developing personalized financial plans tailored to your needs and goals, the institution helps you pursue financial success while managing investment risk.

Merrill Lynch Financial Advisor Justin A Stevens is a leading finance institution located at 301 Tresser Boulevard in Stamford, Connecticut, United States. Specializing in personalized financial planning and investment management services, Justin A Stevens and his team provide expert guidance and strategies to help clients achieve their financial goals. With a wealth of experience and a commitment to excellence, Merrill Lynch Financial Advisor Justin A Stevens is dedicated to helping individuals and families build and preserve their wealth for the future.

Samuel Gilliland - RBC Wealth Management Financial Advisor is a leading financial institution located at 3 Landmark Square in Stamford, Connecticut. As a trusted advisor, Samuel Gilliland 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, Samuel Gilliland offers expert guidance and support to individuals and families seeking to build and preserve their wealth. With a commitment to excellence and a dedication to client satisfaction, Samuel Gilliland - RBC Wealth Management Financial Advisor is a top choice for those looking for comprehensive financial services in the Stamford area.

Frank St Amand is a financial advisor at Ameriprise Financial Services, LLC located at 500 West Putnam Avenue in Greenwich, Connecticut. As a member of FINRA and SIPC, Frank provides comprehensive financial planning services to help clients achieve their financial goals. The initial consultation offers an overview of financial planning concepts, although written recommendations are not provided. While Ameriprise Financial cannot guarantee future results, clients can trust in Frank's expertise and dedication to helping them make informed financial decisions. Clients can refer friends and family members to Frank for personalized financial guidance. The institution prioritizes privacy and security, adhering to strict rules and regulations to protect clients' information. Contact Frank St Amand today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Jared K Miller is a trusted financial institution located at 107 John Street in Fairfield, Connecticut, United States. Specializing in finance, they provide expert advice and personalized solutions to help their clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Jared K Miller and his team strive to provide top-notch financial services to individuals and families in the Fairfield area. Whether you are planning for retirement, saving for your children's education, or investing for the future, Edward Jones - Financial Advisor: Jared K Miller is dedicated to helping you secure a strong financial future.

BrightView Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 2507 Post Road, Fairfield, Connecticut, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. While we cannot guarantee future financial results, we are dedicated to helping individuals achieve their financial goals. We offer initial consultations to discuss your priorities and goals, and value the opportunity to assist your friends and family as well. Please visit our website for important disclosures and information on privacy and security. Contact us today to schedule a meeting and start planning for your financial future.

PWI Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 10 Wright Street in Westport, Connecticut, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. Our initial consultation provides an overview of financial planning concepts to discuss what is most important to you. While we cannot guarantee future financial results, we strive to provide personalized service tailored to your individual needs. Please visit our website for important disclosures, rules, and regulations. We appreciate referrals and look forward to helping your friends or family members with their financial planning needs. Contact us today to schedule a meeting and start planning for your financial future. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest level of security and protection for our clients.

Wealth Planning Strategies - Ameriprise Financial Services, LLC is a finance institution located at 10 Wright Street, Westport, Connecticut, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. During the initial consultation, we will provide an overview of financial planning concepts tailored to your needs. While we cannot guarantee future financial results, we are committed to helping you make informed decisions. Please visit our website for important disclosures and information on website rules and regulations. As a member of FINRA and SIPC, we prioritize the privacy and security of our clients. We appreciate referrals and look forward to helping your friends and family members reach their financial goals. Contact us today to schedule a meeting and discuss what matters most to you.

Merrill Lynch Financial Advisor G. Robin Wells, located at 2 Pine Street, New Canaan, Connecticut, is a finance institution with over 25 years of experience in global financial markets. G. Robin Wells offers quality wealth management services to domestic and international private individuals, families, small businesses, and non-profit organizations. With a focus on simplifying and organizing financial lives through a goals-based approach, G. Robin Wells provides global investment strategies for international customers and permanent residents. As a Certified Divorce Financial Analyst® professional, he also assists individuals and couples during divorce and beyond. Services include retirement, trust, and estate planning, asset management, security selection, private equity and alternative investments, education planning, and more. G. Robin Wells operates at the center of his clients' financial lives, providing a 360° view of their goals and needs. With a personalized approach and regular reviews, he adapts to market changes and client situations. G. Robin Wells is a double major graduate in Economics & Business and Mathematics, a member of the CFA Societies of Stamford and New York, and resides in New Canaan, CT with his family. Merrill Personal Wealth Analysis™ helps build personalized financial plans focused on achieving goals. The institution focuses on understanding clients' priorities, creating comprehensive strategies, and adapting to changes in life and financial markets. By building relationships based on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients pursue their goals and address financial complexities.

Henehan & Pekala - Ameriprise Financial Services, LLC is a finance institution located at 2507 Post Road in Fairfield, Connecticut, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and offer personalized financial planning services. We cannot guarantee future financial results, but we are committed to helping our clients achieve their financial goals. Our initial consultation provides an overview of financial planning concepts, and we encourage you to visit our website for important disclosures and regulations. Contact us to schedule a meeting and discuss what's most important to you. Member FINRA and SIPC. Thank you for considering us to help your friends and family members with their financial needs.

Jeffrey Benaitis is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 99 East River Drive in East Hartford, Connecticut. With a focus on personalized financial planning and wealth management, Jeffrey is committed to helping his clients achieve their financial goals and secure their financial future. With a strong background in finance and a passion for helping others, Jeffrey provides expert advice and guidance to individuals and families looking to build and protect their wealth. Whether you are planning for retirement, saving for your children's education, or investing for the future, Jeffrey Benaitis is here to help you navigate the complexities of the financial world and make informed decisions that will benefit you in the long run.

Merrill Lynch Financial Advisor Edward F Keyes is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. Our team is supported by the global resources of Merrill and is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, we focus on what matters most to you - your family, goals, and priorities. We start every relationship with a conversation to identify and prioritize your goals, whether it's planning for retirement, saving for a home, or funding a child's education. Our Investment Personality Assessment helps us understand your investing preferences to customize a financial approach tailored to your needs. We believe in helping you pursue your goals by managing investment risk and providing personalized solutions. With access to Merrill's investment insights and Bank of America's banking solutions, we work with you to develop a plan to address your financial needs. Our mission is to understand you and what matters most to you, so we can help you design and implement a personalized plan to achieve your financial goals. Let's work together to help you reach your goals and live your best financial life.

Merrill Lynch Financial Advisor Brett S. Berkman, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a prestigious finance institution dedicated to providing exemplary client service. The institution is proud of its advisors who have received recognition from financial industry publications as well as Bank of America Corporation. With a team of talented and experienced individuals, Merrill Lynch is committed to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, your financial advisor focuses on what matters most to you - your family, goals, and priorities. The team is dedicated to helping you pursue your personal planning strategy, whether it's funding your children's educations, planning for retirement, or managing the transfer of wealth to the next generation. By taking into account your personal perspective and priorities, Merrill Lynch aims to simplify the complexities of finance and help you reach your goals.

Patrick Duff - UBS Financial Services Inc. is a renowned financial institution located at 265 Church Street in New Haven, Connecticut, United States. With a focus on providing top-notch financial services, Patrick Duff - UBS Financial Services Inc. offers a wide range of investment solutions and wealth management services to help clients achieve their financial goals. With a team of experienced professionals, the institution prides itself on delivering personalized and comprehensive financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Patrick Duff - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

with Bank of America, we can create a personalized financial approach that helps you pursue your goals. Our team at Merrill Lynch Financial Advisor Nicolas Piscitelli, located at 200 Glastonbury Boulevard in Glastonbury, Connecticut, is dedicated to providing exemplary client service. Our advisors have been recognized by industry publications and Bank of America Corporation for their commitment to building strong client relationships based on trust and personalized service. Our team, Osber, Piscitelli & Associates, is comprised of talented and experienced individuals with over 80 years of combined industry experience. We focus on making a meaningful difference in our clients' lives by helping them achieve and maintain financial independence through all stages of wealth. From legacy planning to succession strategies, we strive to help you pass on assets with care and foresight.

College Planning Partnerships is a renowned institution located at 248 East Main Street in Clinton, Connecticut. We specialize in providing expert guidance and support to students and families navigating the complex world of college planning. Our team of experienced advisors offers personalized assistance with college selection, application strategies, financial aid, and more. With our comprehensive services, we strive to help students achieve their academic and career goals. Visit us today to start planning for a successful future!

Disability Planning Partners is a law firm located at 200 Day Hill Road in Windsor, Connecticut, United States. Specializing in Elder Law, Estate Planning, and Disability Law, our team of attorneys is dedicated to guiding families through all ages and stages of disability and estate planning. What sets Disability Planning Partners apart is our personalized approach to understanding each client's unique circumstances and goals. We go beyond simply drafting estate planning documents to develop a comprehensive legal plan that addresses both current and future needs.

Family First Life is a finance and insurance agency located at 80 Norwich-New London Turnpike in Montville, Connecticut, United States. Specializing in Mortgage Protection, Final Expense, Indexed Universal Life, and Fixed Indexed Annuities, Family First Life works with independent contractor insurance agents and partners with top carriers in the industry. With a focus on putting families first, Family First Life provides a wide range of insurance products to ensure the best coverage for each individual situation. The institution supports charitable organizations such as Make-A-Wish and the Dream Center, and offers three days of intense training for agents and managers. Join Family First Life today to secure your family's future and financial success.

Lee Giordano is a trusted Bankers Life Agent and Bankers Life Securities Financial Representative located at 185 Plains Road in Milford, Connecticut, United States. As an insurance agency, Lee Giordano offers personalized financial services to help individuals and families plan for their future. With a focus on providing quality insurance products and investment options, Lee Giordano is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Lee Giordano today to learn more about their services and how they can help you plan for a secure financial future.

Bergman-Katz Financial Services, LLC is a reputable insurance agency located at 7 Kenosia Avenue in Danbury, Connecticut, United States. With over 35 years of experience, we specialize in providing insurance and investment products to ensure the financial security of our clients, their businesses, and their families. Our dedicated team, led by registered representative Jeffrey Katz, is committed to helping you protect your assets and plan for your future, whether it be retirement, illness, or end-of-life needs. Securities are offered through Cetera Advisor Networks LLC, a trusted member of FINRA and SIPC. Please note that trade orders must be placed directly with your licensed representative and not through voicemail or email. Additionally, products and services from unaffiliated insurers are not guaranteed or endorsed by Cetera Advisor Networks LLC.

Crystal Financial Insurance Services is a leading health insurance agency located at 915 Sullivan Avenue in South Windsor, Connecticut, United States. With a team of experienced professionals, they provide comprehensive insurance solutions to meet the unique needs of individuals and families. Whether you are looking for health coverage for yourself or your loved ones, Crystal Financial Insurance Services is dedicated to helping you find the right plan at the best possible rates. Their commitment to customer service and personalized attention sets them apart in the insurance industry. Contact them today to learn more about their services and how they can assist you in protecting your health and financial well-being.

John Darer CLU ChFC MSSC RSP CeFT CLTC Structured Settlement Expert is an insurance agency located at 43 Harbor Drive in Stamford, Connecticut, United States. Specializing in structured settlements and settlement planning, this institution is led by John Darer, a highly qualified expert with multiple certifications in the field. With a focus on providing comprehensive and personalized solutions for clients, the team at John Darer CLU ChFC MSSC RSP CeFT CLTC is dedicated to helping individuals and families navigate the complex world of insurance and financial planning.

Allstate Personal Financial Representative Warner Arthur is a trusted finance and insurance agency located at 270 Federal Road in Brookfield, Connecticut, United States. With a focus on personalized financial planning and insurance solutions, Warner Arthur and his team are dedicated to helping individuals and families secure their financial future. Whether you are looking for assistance with retirement planning, investment strategies, or insurance coverage, Allstate Personal Financial Representative Warner Arthur is committed to providing expert guidance and tailored solutions to meet your specific needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.

Amity Insurance & Financial Services is an insurance agency located at 35 Old Tavern Road in Orange, Connecticut, United States. We pride ourselves on providing top-notch insurance services to our clients, and it is the highest compliment we receive when a client refers us to their friends and family. For our Progressive Clients (personal auto insurance), Progressive is returning $1 billion in premium to customers. This announcement showcases Progressive's commitment to their customers and their satisfaction.

Marcha Wilson Fernandez: Primerica - Financial Services is an insurance agency located at 35 Porter Avenue in Naugatuck, Connecticut, United States. They specialize in providing a wide range of financial services to help individuals and families achieve their financial goals. With a dedicated team of professionals, they offer personalized solutions tailored to meet the unique needs of each client. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, Marcha Wilson Fernandez: Primerica - Financial Services is committed to helping you secure a stable financial future. Contact them today to learn more about their services and how they can assist you in achieving your financial objectives.

Dwight Findlay: Primerica - Financial Services is a reputable finance and insurance agency located at 35 Porter Avenue in Naugatuck, Connecticut, United States. With a strong focus on providing quality financial services to individuals and families, Dwight Findlay offers a wide range of financial products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, insurance coverage, or debt management, the experienced professionals at Dwight Findlay are dedicated to helping you make informed decisions and secure your financial future. Contact them today to schedule a consultation and take the first step towards financial security and success.

Prudential | John Anello | Life Insurance & Financial Services is a reputable finance and insurance agency located at 2 Corporate Drive in Shelton, Connecticut, United States. With a strong focus on providing top-notch life insurance and financial services, this institution is dedicated to helping individuals and families secure their future and achieve their financial goals. The team at Prudential | John Anello is committed to offering personalized solutions and expert guidance to clients, ensuring they receive the best possible coverage and financial planning options. Trust in Prudential | John Anello for all your life insurance and financial service needs.