Fund management in Connecticut

Jennifer M Fissette is a Financial Advisor at Ameriprise Financial Services, LLC located at 99 East River Drive in East Hartford, Connecticut, United States. Jennifer holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, and more. She is also trained as a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and Certified Estate Planner™. Additionally, Jennifer is a 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®. She is also a Certified Military Financial Advisor® (CFMA®). With her expertise and commitment to financial planning, Jennifer is dedicated to helping individuals and families achieve their financial goals.

Merrill Lynch Financial Advisor Jeffrey Louis Wolf is a finance institution located at 29 South Main Street, West Hartford, Connecticut, United States. Their mission is to understand you and what matters most to you, in order to design and implement a personalized plan to help you and your family pursue financial goals while managing investment risk. They believe in building strong client relationships based on trust and personalized service, with a team of talented and experienced individuals committed to helping you achieve your goals. Through their Merrill Personal Wealth Analysis™, they can build and document a personalized plan centered on your goals. They offer insights, observations, and ideas to help you in your pursuit of financial goals, and believe that financial success can be achieved by making informed investment-related decisions. By working with a dedicated Merrill advisor, you can access personalized investment strategies and comprehensive financial solutions. They understand that life and financial markets can change over time, and will work with you to stay on track and adjust your financial approach as needed. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Jeffrey Louis Wolf is there to help you every step of the way.

Brittany Baylor is a Financial Advisor at Ameriprise Financial Services, LLC located at 57 North Main Street, West Hartford, Connecticut, United States. Brittany 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®, 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®. Brittany specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and expertise, Brittany is dedicated to helping clients achieve their financial goals and secure their financial future.

Michael Przygocki is a Financial Advisor at Ameriprise Financial Services, LLC located at 18 North Main Street in West Hartford, Connecticut, United States. He holds several 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®, 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Michael provides comprehensive financial advice to individuals and small business owners. He is dedicated to upholding a high standard of ethics and continuing education to best serve his clients.

Lincoln Financial Advisors is a trusted financial institution located at 18 Staples Road in Easton, Connecticut, United States. Specializing in financial planning and wealth management, our team of experienced advisors are dedicated to helping clients achieve their financial goals. Whether you're looking to invest, save for retirement, or plan for your future, we offer personalized solutions to meet your unique needs. Visit our ATM location for convenient access to your funds and expert financial guidance. Trust Lincoln Financial Advisors to help you secure your financial future.

Merrill Lynch Financial Advisor Joe Celotto, located at 350 Goose Lane in Guilford, Connecticut, is a finance institution supported by the global resources of Merrill. Comprised of talented and experienced individuals, the team is dedicated to 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 as they change over time. Beginning with a conversation, your advisor helps identify and prioritize your most important goals, whether it's transferring wealth, planning for retirement, or funding a child's education. Through the Investment Personality Assessment, Merrill aims to understand your investing preferences and customize a financial approach to help you achieve your goals. With access to investment insights and banking solutions, the team at Merrill Lynch works with you to develop a personalized plan to address your financial needs. The mission is to understand you and what matters most to you, helping you design and implement a plan to pursue financial goals while managing investment risk. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be built and documented. As life and financial markets change, your advisor will help you stay on track to achieve what's most important to you. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors are dedicated to helping you build a customized approach to address your needs and pursue your goals. Let Merrill Lynch Financial Advisor Joe Celotto help you achieve your financial goals and live your best financial life.

Matthew Couzens - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 165A Tolland Stage Road, Tolland, Connecticut, United States. The institution offers a range of certifications and designations to ensure that their advisors are equipped with the knowledge and expertise needed to provide top-notch financial services to their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 a wide range of topics such as asset management, investment strategies, estate planning, retirement planning, and more. The institution is dedicated to providing comprehensive and personalized financial planning services to help clients achieve their financial goals.

Henry Cormier is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 850 Farmington Avenue, Farmington, Connecticut, United States. Henry 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®. These certifications demonstrate Henry's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various individuals and businesses. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Henry Cormier can provide tailored financial advice to help you achieve your financial goals.

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.

Lynch Financial Advisor like Charlie Trapani at 350 Goose Lane in Guilford, Connecticut means having a partner who is dedicated to helping high net worth individuals and their families achieve their financial goals. With over 25 years of business experience and a CERTIFIED FINANCIAL PLANNER certification, Charlie provides personalized wealth management services, retirement planning, education savings, and more. He takes the time to understand your unique financial situation and goals before developing a customized strategy that draws upon the resources of one of the world's largest financial institutions. At Merrill Lynch Wealth Management, the focus is on building strong client relationships based on trust and personalized service. The team, supported by the global resources of Merrill, is committed to helping clients navigate the complexities of their financial lives and pursue their aspirations. Whether it's planning for retirement, funding a child's education, or passing wealth to future generations, Charlie works with clients to develop a comprehensive financial approach that aligns with their values and priorities.

Michael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 185 Asylum Street in Hartford, Connecticut, United States. Michael T DelGallo 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various clients, including retirees, small business owners, and high net worth individuals. The institution provides comprehensive financial services and advice to help clients achieve their financial goals and secure their financial future.

John A Henehan is a Financial Advisor at Ameriprise Financial Services, LLC located at 111 Founders Plaza in East Hartford, Connecticut, United States. John holds multiple 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate John's expertise in asset management, investment strategies, estate planning, retirement planning, and more. John 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 continuing education, John is committed to helping clients make informed financial decisions and achieve their long-term goals.

Ted Davis is a financial advisor at Ameriprise Financial Services, LLC, located at 37 Broadway in North Haven, Connecticut, United States. Ted Davis specializes in providing comprehensive financial planning services to individuals, including asset management, retirement planning, estate planning, and insurance products. Ted Davis holds several certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst designation, Certified Estate Planner™ designation, Certified Exit Planning Advisor® designation, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant designation, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care designation, and Chartered Life Underwriter Designation®. Ted Davis is committed to providing expert financial advice and guidance to clients, with a focus on integrity, ethics, and professionalism.

American Eagle Financial Credit Union is a trusted financial institution located at 3579A Berlin Turnpike in Newington, Connecticut. As a credit union, we offer a wide range of financial services, including savings accounts, loans, and investment opportunities. Our convenient ATM services make it easy for members to access their funds quickly and securely. With a focus on providing personalized customer service and competitive rates, American Eagle Financial Credit Union is committed to helping our members achieve their financial goals. Visit us today to learn more about how we can help you manage your finances effectively.

Justin Z Knickerbocker is a Financial Advisor at Ameriprise Financial Services, LLC located at 37 Broadway, North Haven, Connecticut, United States. Justin 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®. Justin specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and a commitment to continuing education, Justin is dedicated to helping clients achieve their financial goals and navigate complex financial situations.

Lester Butnick is a financial advisor at Ameriprise Financial Services, LLC located at 224 New London Turnpike in Glastonbury, Connecticut, United States. Lester Butnick 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 Lester Butnick's expertise in various areas of financial planning and asset management, ensuring clients receive high-quality advice tailored to their individual needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Lester Butnick is equipped to provide professional guidance and support.

Elisa L Stark-Rifkin is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 224 New London Turnpike in Glastonbury, Connecticut, United States. Elisa holds several 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®. Elisa specializes in providing comprehensive financial planning and investment management services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and expertise in various areas of financial planning, Elisa is dedicated to helping clients achieve their financial goals and secure their financial future.

Richard J Vogler is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4 Main Street, Farmington, Connecticut, United States. Richard holds multiple 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®, 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 Richard's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical practices and continuing education, Richard is dedicated to providing comprehensive financial planning services to individuals and businesses.

Keith Albert is a Financial Advisor at Ameriprise Financial Services, LLC located at 95 Glastonbury Boulevard in Glastonbury, Connecticut, United States. Keith Albert holds several 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®, 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 Keith's expertise in various aspects of financial planning and investment management. Keith Albert is dedicated to providing comprehensive and personalized financial advice to clients, with a focus on ethical practices and real-world application of investment concepts.

Khuong Ho - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 95 Glastonbury Boulevard in Glastonbury, Connecticut, United States. The institution offers a range of certifications and designations to its advisors, 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 cover various aspects of financial planning and management, ensuring that advisors are well-equipped to provide expert advice to clients. With a focus on ethical practices and real-world application, Khuong Ho - Financial Advisor, Ameriprise Financial Services, LLC is committed to helping individuals and businesses achieve their financial goals.

Eric Moreira is a Financial Advisor at Ameriprise Financial Services, LLC located at 191 Main Street, Old Saybrook, Connecticut, United States. Eric Moreira holds various certifications including the 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 Eric Moreira's expertise in asset management, investment strategies, retirement planning, estate planning, and more. As a Certified Military Financial Advisor®, Eric Moreira is also trained to serve veterans and active duty personnel. Contact Eric Moreira for comprehensive financial planning services tailored to your individual needs.

Joshua Broder is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 500 Bridge Street in Groton, Connecticut, United States. Joshua Broder 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 Joshua Broder's expertise in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, and small business owners. Joshua Broder is committed to upholding a high standard of ethics and providing comprehensive financial advice to clients.

Steven Hahn is a financial advisor at Ameriprise Financial Services, LLC located at 95 Glastonbury Boulevard in Glastonbury, Connecticut, United States. He 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, risk management, and more. Steven Hahn is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.

Jason Cerniglia - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 56 Williams Avenue, Stonington, Connecticut, United States, offers a wide range of financial services to meet the diverse needs of individuals. Jason Cerniglia 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 Jason Cerniglia's expertise and commitment to providing high-quality financial advice and services to clients. Whether you are planning for retirement, managing your investments, or navigating the complexities of divorce or estate planning, Jason Cerniglia can help guide you through the process with professionalism and care. Contact Jason Cerniglia - Private Wealth Advisor, Ameriprise Financial Services, LLC, to learn more about how they can assist you in achieving your financial goals.

Darrell Fox - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 495 Gold Star Highway, Groton, Connecticut, United States. They offer a range of certifications and designations to their advisors, including 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a variety of financial planning and asset management topics, ensuring that clients receive expert advice and guidance for their financial needs.

Bartley C Damon is a financial advisor at Ameriprise Financial Services, LLC located at 205 Old Boston Post Road in Old Saybrook, Connecticut, United States. Bartley C Damon 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 Bartley C Damon's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Bartley C Damon is committed to providing comprehensive and personalized financial advice to clients, with a focus on ethical practices and professional excellence.

Christopher C Coburn is a Financial Advisor at Ameriprise Financial Services, LLC located at 205 Old Boston Post Road in Old Saybrook, Connecticut, United States. Christopher holds several 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 Christopher's expertise in a wide range of financial planning areas, including asset management, estate planning, retirement planning, investment management, and more. With a focus on providing comprehensive and personalized financial advice, Christopher is dedicated to helping clients achieve their financial goals and secure their financial future.

Erica Damon is a Financial Advisor at Ameriprise Financial Services, LLC located at 205 Old Boston Post Road in Old Saybrook, Connecticut, United States. Erica Damon holds various certifications and designations 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 Erica Damon's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. With a commitment to ethics and education, Erica Damon is equipped to provide comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and families with special needs. Whether you are looking to plan for retirement, manage investments, or address specific financial needs, Erica Damon can provide personalized and knowledgeable guidance to help you achieve your financial goals.

Eric Moreira is a Financial Advisor at Ameriprise Financial Services, LLC located at 56 Williams Avenue in Stonington, Connecticut, United States. Eric holds multiple certifications including the 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®. Eric is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. His expertise in asset management, estate planning, retirement planning, investment strategies, and risk management make him a trusted advisor in the finance industry. Contact Eric Moreira today for all your financial planning needs.

Merrill Lynch Financial Advisor Derek Scott Pirruccello is located at 27 Coogan Boulevard in Stonington, 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 financial advisors focus on what matters most to you - your family, goals, and priorities - even as they evolve over time. We begin every relationship with a conversation to understand your goals and priorities, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment, we tailor a financial approach to help you pursue your meaningful goals. Our mission is to help you achieve your financial goals by designing and implementing a personalized plan that manages investment risk. We offer a range of services including investment strategies, financial planning, and comprehensive solutions from Bank of America. Let's work together to help you achieve your financial aspirations.