TOP 10 Investment advisors in Connecticut
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Essex Trust
● ClosedEssex Trust is a reputable bank and financial institution located at 176 Westbrook Road in Essex, Connecticut, United States. With a strong commitment to providing excellent services and financial solutions to its customers, Essex Trust is known for its reliability and integrity. Whether you are looking for personal banking services, investment opportunities, or business financing options, Essex Trust has a dedicated team of professionals ready to assist you. Visit Essex Trust today to experience top-notch banking services in a welcoming and customer-focused environment.
176 Westbrook Rd #1, Essex, CT 06426, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 8 East Main Street in Clinton, Connecticut, United States. They offer a wide range of financial services including investment advice, retirement planning, and wealth management. With a team of experienced professionals, Raymond James Financial Services is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Raymond James Financial Services can provide the expertise and guidance you need.
8 E Main St, Clinton, CT 06413, United States -
Affinity Financial Solutions
● OpenAffinity Financial Solutions is a trusted financial institution located at 4371 Madison Avenue in Trumbull, Connecticut. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. With a focus on building long-term relationships based on trust and integrity, you can count on Affinity Financial Solutions to provide the expert guidance you need to secure your financial future. Contact us today to schedule a consultation and start working towards a brighter tomorrow.
4371 Madison Ave, Trumbull, CT 06611, United States -
Robin Rogers LLC
● OpenRobin Rogers LLC is a renowned finance institution located at 149 Wilson Street in Fairfield, Connecticut, United States. With a strong reputation for excellence and expertise in the financial industry, we offer a wide range of services to meet the needs of our clients. Our team of experienced professionals is dedicated to providing personalized financial solutions and guidance to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Robin Rogers LLC is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you in securing a solid financial future.
149 Wilson St, Fairfield, CT 06825, United States -
frc services
● ClosedFRC Services is a finance institution located at 27 Lindley Street in Bridgeport, Connecticut, United States. We offer a wide range of financial services to individuals and businesses, including investment advice, wealth management, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how FRC Services can help you reach your financial objectives.
Bethlehem 9701 Deco Mart Center, 27 Lindley St, Bridgeport, CT 06604, United States -
Daniel Buzzanca
● ClosedDaniel Buzzanca is a reputable finance institution located at 1940 Black Rock Turnpike in Fairfield, Connecticut, United States. With a strong focus on providing top-notch financial services to its clients, Daniel Buzzanca is known for its expertise in wealth management, investment strategies, and financial planning. The institution prides itself on its personalized approach to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Daniel Buzzanca is here to provide expert guidance and support.
1940 Black Rock Tpke, Fairfield, CT 06824, United States -
Ashton Capital Group
● OpenAshton Capital Group is a dynamic institution located at 115 Eastway Road in Bridgeport, Connecticut, United States. Specializing in finance, food, and health sectors, our team of experts is dedicated to providing innovative solutions and strategic guidance to help our clients achieve their goals. Whether you are looking to invest in the stock market, start a new restaurant, or improve your overall well-being, Ashton Capital Group is here to support you every step of the way. Visit us today to learn more about how we can help you succeed.
115 Eastway Rd #100, Bridgeport, CT 06606, United States -
Michael L Feinstein
● OpenMichael L Feinstein is a finance institution located at 501 Kings Highway East, Fairfield, Connecticut, United States. The institution offers various certifications and designations to financial professionals to enhance their expertise in asset management, estate planning, retirement planning, and more. Some of the certifications offered include 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 a wide range of financial planning topics and are designed to help professionals provide comprehensive and specialized services to their clients.
Riverview Plaza, 501 Kings Hwy E, Fairfield, CT 06825, United States -
Susan Ianniello, Financial Professional - New York Life
● OpenSusan 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.
99 Hawley Ln, Stratford, CT 06614, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a finance institution located at 2 Union Street in New London, Connecticut, United States. They offer a wide range of financial services including wealth management, investment banking, asset management, and financial planning. With a team of experienced professionals, UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, UBS Financial Services Inc. provides personalized solutions tailored to your individual needs.
UBS Financial Services Inc, 2 Union St, New London, CT 06320, United States -
Sabra Donovan - Barnum Financial Group
● ClosedSabra 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.
6 Corporate Dr, Shelton, CT 06484, United States -
Derek Ciampini - Ameriprise Financial Services, Inc.
● ClosedDerek Ciampini - Ameriprise Financial Services, Inc. is a reputable financial institution located at 545 Long Wharf Drive in New Haven, Connecticut. Specializing in personalized financial planning and investment services, they offer a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Derek Ciampini - Ameriprise Financial Services, Inc. is dedicated to providing top-notch financial advice and guidance to their clients. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, they are committed to helping you navigate the complexities of the financial world and secure a prosperous future.
545 Long Wharf Dr #501, New Haven, CT 06511, United States -
Paul B Savona - Ameriprise Financial Services, LLC
● OpenPaul B Savona - Ameriprise Financial Services, LLC is a finance institution located at 157 Church Street in New Haven, Connecticut, United States. They provide a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, they offer personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Paul B Savona - Ameriprise Financial Services, LLC can help you navigate the complex world of finance and make informed decisions.
157 Church St fl 19, New Haven, CT 06510, United States -
Massey Financial Services
● OpenMassey Financial Services is a reputable finance institution located on Connair Road in Orange, Connecticut, United States. Specializing in a wide range of financial services, including wealth management, investment advice, retirement planning, and more, Massey Financial Services is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to providing personalized solutions, Massey Financial Services is a trusted partner for all your financial needs.
Connair Rd, Orange, CT 06477, United States -
sOUND FINANCIAL GROUP, LLC
● OpenSound Financial Group, LLC is a reputable finance institution located at 337 Rock Lane in Milford, Connecticut, United States. Our team of experienced financial professionals is dedicated to providing sound advice and expert guidance to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, we are here to help. Trust Sound Financial Group, LLC to provide you with the financial solutions you need to secure your future.
337 Rock Ln, Milford, CT 06460, United States -
Safe Harbor Financial Management
● OpenSafe Harbor Financial Management is a reputable finance institution located at 67 Pelham Street in Milford, Connecticut, United States. With a focus on providing reliable and secure financial services, Safe Harbor is dedicated to helping individuals and businesses navigate the complexities of financial management. Our team of experienced professionals is committed to guiding clients towards their financial goals and ensuring their investments are safe and well-managed. Trust Safe Harbor Financial Management to be your partner in achieving financial stability and success.
67 Pelham St, Milford, CT 06460, United States -
Chapel Wealth Management, LLC
● OpenChapel Wealth Management, LLC is a finance institution located at 31 Cherry Street in Milford, Connecticut, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and wealth management services. With a focus on transparency, integrity, and client satisfaction, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how Chapel Wealth Management, LLC can help you reach your financial goals.
31 Cherry St, Milford, CT 06460, United States -
Next Financial Group
● OpenNext Financial Group is a reputable finance institution located at 374 Grassy Hill Road in Orange, Connecticut, United States. With a focus on providing expert financial services and solutions to individuals and businesses, Next Financial Group is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Next Financial Group are here to help. Trustworthy, reliable, and committed to excellence, Next Financial Group is your partner in financial success.
374 Grassy Hill Rd, Orange, CT 06477, United States -
Bank of America (with Drive-thru ATM)
● ClosedBank of America in Windham, Connecticut offers a convenient banking experience with their drive-thru ATM. Located at 1589 West Main Street, this institution provides a range of financial services including checking and savings accounts, loans, and investment options. Customers can easily access their accounts and complete transactions from the comfort of their vehicle, making banking quick and hassle-free. With a commitment to customer service and financial expertise, Bank of America is a trusted institution for all your banking needs.
1589 W Main St, Willimantic, CT 06226, United States -
Here and Now Financial Planning
● OpenHere and Now Financial Planning is a reputable finance institution located at 18 Walker Drive in Thompson, Connecticut, United States. Our dedicated team of financial experts is committed to helping clients navigate the complexities of financial planning and investment management. We provide personalized services tailored to each individual's unique goals and circumstances. Whether you are looking to retire comfortably, save for your child's education, or simply grow your wealth, Here and Now Financial Planning is here to guide you every step of the way. Trust us to help you secure a brighter financial future, starting right here and now.
18 Walker Dr, Quinebaug, CT 06262, United States -
Timothy Backhaus - Thrivent
● ClosedTimothy Backhaus - Thrivent is a finance institution located at 27 Cardinal Drive in Killingly, Connecticut, United States. With a focus on providing financial services and guidance, Timothy Backhaus - Thrivent helps individuals and families plan for their financial future. Whether it's retirement planning, investment strategies, or insurance coverage, the professionals at Timothy Backhaus - Thrivent are dedicated to helping clients achieve their financial goals. With a commitment to integrity and personalized service, Timothy Backhaus - Thrivent is a trusted partner in navigating the complexities of the financial world.
27 Cardinal Dr, Dayville, CT 06241, United States -
Patrick O'Brien - Ameriprise Financial Services, LLC
● OpenPatrick O'Brien - Ameriprise Financial Services, LLC is a finance institution located at 66 Main Street in Putnam, Connecticut, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Patrick O'Brien - Ameriprise Financial Services, LLC can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
66 Main Street #1, Putnam, CT 06260, United States -
Diego Montoya
● ClosedDiego Montoya is a reputable finance institution located at 800 Boston Post Road in Guilford, Connecticut, United States. With a strong focus on providing top-notch financial services, Diego Montoya is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, the experienced professionals at Diego Montoya are dedicated to providing personalized and reliable guidance. Trust Diego Montoya for all your financial needs.
800 Boston Post Rd building 2 ste 203, Guilford, CT 06437, United States -
Franco Piscitelli
● ClosedFranco Piscitelli is a reputable finance institution located at 800 Boston Post Road in Guilford, Connecticut, United States. With a strong focus on providing top-quality financial services, Franco Piscitelli offers a range of solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Franco Piscitelli is committed to providing personalized and expert guidance to help you succeed.
800 Boston Post Rd building 2 ste 203, Guilford, CT 06437, United States -
Bank of America (with Drive-thru ATM)
● ClosedLocated at 304 Main Street in Killingly, Connecticut, the Bank of America branch offers convenient banking services including a drive-thru ATM. By simply adding your Bank of America debit card to your digital wallet, you can easily access your funds. The ATM provides instructions in multiple languages for added convenience. Securities products are offered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser. Trust and fiduciary services are also available through Bank of America Private Bank. Additionally, insurance products are offered through Merrill Lynch Life Agency Inc. and Banc of America Insurance Services, Inc. The branch strives to provide personalized services to meet your financial needs. Visit us today to learn more about our banking, credit card, mortgage, and investment products.
304 Main St, Danielson, CT 06239, United States -
Merrill Edge
● ClosedMerrill Edge is a financial institution located at 117 Old Ridgefield Road in Wilton, Connecticut. As an ATM and finance provider, Merrill Edge offers a range of services including banking, investments, and retirement planning. With a focus on personalized financial solutions, Merrill Edge aims to help individuals and businesses achieve their financial goals. The institution is committed to providing convenient and reliable services to its customers in the United States.
117 Old Ridgefield Rd, Wilton, CT 06897, United States -
Benin Management Corporation
● OpenBenin Management Corporation is a finance institution located at 96 Bald Hill Road, Wilton, Connecticut, United States. With a focus on providing expert financial management services, Benin Management Corporation offers a wide range of investment solutions and financial planning services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can trust in the expertise and guidance provided by Benin Management Corporation to secure their financial future.
96 Bald Hill Rd, Wilton, CT 06897, United States -
Robert Tinkler - Raymond James
● OpenRobert Tinkler - Raymond James is a finance institution located at 44 Old Ridgefield Road in Wilton, Connecticut. With a strong presence in the United States, this institution offers a wide range of financial services to individuals and businesses. From investment planning to wealth management, Robert Tinkler - Raymond James is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, they provide personalized advice and strategies to meet the unique needs of each client. Visit their office in Wilton to learn more about how they can help you secure your financial future.
44 Old Ridgefield Rd, Wilton, CT 06897, United States -
Mike Brewi - Raymond James
● OpenMike Brewi - Raymond James is a finance institution located at 44 Old Ridgefield Road in Wilton, Connecticut. With a focus on providing personalized financial services, the team at Mike Brewi - Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced professionals at this institution are here to help. Contact Mike Brewi - Raymond James today to schedule a consultation and start building a secure financial future.
44 Old Ridgefield Rd, Wilton, CT 06897, United States -
BSN Successful financial Services LLC
● ClosedBSN Successful Financial Services LLC is a finance institution located at 55 Merritt Boulevard in Trumbull, Connecticut, United States. With a strong focus on providing successful financial solutions, BSN offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced team at BSN is dedicated to helping you secure a stable financial future. Contact BSN Successful Financial Services LLC today to start building a successful financial plan tailored to your needs.
55 Merritt Blvd, Trumbull, CT 06611, United States
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