Investment advisory services in Hartford, Connecticut

Michael Shoaf - UBS Financial Services Inc. is a reputable financial institution located in Hartford, Connecticut, United States. Specializing in wealth management, investment advisory, and financial planning services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Michael Shoaf - UBS Financial Services Inc. is here to help you every step of the way.

JAH Financial Services & Real Estate LLC is a premier institution located at 696 Park Street in Hartford, Connecticut, United States. Specializing in accounting, finance, and real estate services, our team of experts is dedicated to providing top-notch solutions for all your financial and real estate needs. Whether you're looking to buy or sell a property, manage your investments, or streamline your accounting processes, our experienced professionals are here to help. Trust JAH Financial Services & Real Estate LLC for reliable and efficient financial and real estate services.

Doug Veillette, a Financial Advisor at Ameriprise Financial Services, LLC, located at 185 Asylum Street in Hartford, Connecticut, is dedicated to helping clients prepare for their financial goals. With a focus on personalized financial advice, Doug aims to help clients feel more confident and in control of their financial lives. Through understanding what is important to each individual, whether it be saving for college, planning for retirement, or making smart investments, Doug provides guidance to prepare for both expected and unexpected events. Doug Veillette encourages clients to explore the Retirement InteractiveSM tool to address common retirement questions and challenges. By offering complimentary initial consultations, Doug helps clients take the first step towards a more secure financial future. As a registered investment adviser with Ameriprise Financial Services, LLC, Doug Veillette provides investment advisory products and services while adhering to strict regulations set forth by FINRA and SIPC.

Tom Grilli - Financial Advisor, Ameriprise Financial Services, LLC is a renowned finance institution located at 99 East River Drive in East Hartford, Connecticut, United States. With a team of experienced professionals, they provide top-notch financial advisory services to help clients achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Tom Grilli and his team are dedicated to providing personalized solutions tailored to your unique needs. Trust Ameriprise Financial Services, LLC to guide you towards financial success and peace of mind.

Cowen Tax Advisory Group, Inc. is a reputable institution located in West Hartford, Connecticut, United States. Specializing in accounting, finance, and insurance services, this local government office provides expert guidance and support to individuals and businesses seeking assistance with tax matters. With a team of experienced professionals, Cowen Tax Advisory Group, Inc. is dedicated to helping clients navigate the complexities of the tax system and achieve their financial goals. Whether you need help with tax planning, preparation, or compliance, you can trust the experts at Cowen Tax Advisory Group, Inc. to provide personalized solutions tailored to your specific needs.

Branig Capital Markets Inc is a prestigious finance institution located at 385 South East Road in New Hartford, Connecticut, United States. With a strong reputation for excellence in the financial industry, Branig Capital Markets Inc offers a wide range of services including investment banking, asset management, and financial advisory. Their team of experienced professionals is dedicated to providing top-notch financial solutions to their clients. Whether you are a seasoned investor or a first-time buyer, Branig Capital Markets Inc is committed to helping you achieve your financial goals.

Janney Montgomery Scott LLC is a finance institution located at 15 North Main Street in West Hartford, Connecticut, United States. With a strong presence in the financial services industry, Janney Montgomery Scott LLC offers a wide range of investment and wealth management services to individual and institutional clients. Their experienced team of professionals provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, Janney Montgomery Scott LLC is committed to providing expert guidance and support.

RCK Wealth Management is a finance institution located at 91 South Main Street, West Hartford, Connecticut, United States. Specializing in investment services, they offer securities and advisory services through Cantella & Co., Inc. Member FINRA/SIPC. With registration to offer securities in multiple states, including CT, FL, CA, MA, PA, GA, PA, ME, and AL, RCK Wealth Management emphasizes the importance of carefully considering investment objectives, risks, charges, and expenses before investing. The institution's website is provided for informational purposes only and should not be considered a solicitation to buy or sell securities. They make no warranty regarding the uninterrupted, timely, secure, or error-free nature of the website. Any opinions expressed are subject to change without notice and visitors are encouraged to consult with a licensed investment advisor before making any decisions. Diversification does not guarantee a profit or protect against loss, and there is no assurance that any investment strategy will be successful. Third-party data providers are not liable for any damages related to the accuracy, completeness, or timeliness of their data. The institution recommends seeking additional information on recommended securities and advises that investing involves risk.

Morgan Stanley Financial Advisors is a leading financial institution located at 225 Asylum Street in Hartford, Connecticut. Our team of experienced advisors provides personalized financial planning and investment management services to help clients achieve their long-term financial goals. With a strong reputation for excellence in the industry, Morgan Stanley Financial Advisors offers a wide range of financial solutions tailored to meet the unique needs of each individual or business. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Lindberg & Ripple is a reputable finance institution located at 29 South Main Street in West Hartford, Connecticut, United States. With a commitment to providing top-notch financial services, Lindberg & Ripple offers a wide range of services including investment management, retirement planning, wealth management, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Lindberg & Ripple today for expert financial advice and personalized solutions.

Merrill Lynch Wealth Management is a prestigious financial institution located at 29 South Main Street in West Hartford, Connecticut, United States. With a reputation for providing top-notch financial services and expertise, Merrill Lynch offers wealth management solutions tailored to meet the individual needs of their clients. From investment strategies to retirement planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or plan for the future, Merrill Lynch Wealth Management is committed to providing you with the guidance and support you need to succeed.

The BHR Group - Morgan Stanley is a prestigious finance institution located at 255 Asylum Street in Hartford, Connecticut, United States. Known for its expertise in investment banking, wealth management, and financial advisory services, this institution offers tailored solutions to meet the diverse needs of its clients. With a strong reputation for excellence and a commitment to delivering superior results, The BHR Group - Morgan Stanley is a trusted partner for individuals and businesses seeking to achieve their financial goals.

UBS Realty Investors LLC, located at 10 State House Square in Hartford, Connecticut, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across various asset classes, regions, and sectors. They are committed to understanding what wealth means for each individual, offering finely crafted financial advice tailored to their specific needs and goals. With a focus on excellence, UBS nurtures their heritage, masters the details, and delivers the expertise needed to turn financial visions into reality. The institution provides insights and analysis to keep investors ahead of the curve, including their ElectionWatch 2024 event and weekly video series on the direction of US taxes. They offer wealth management strategies that support clients in every stage of life, helping them understand markets, economies, trends, and investor mindsets. UBS connects prominent individuals and families to experts, insights, and thought leaders worldwide.

Carson Wealth, located at 10 Melrose Drive in Farmington, Connecticut, is a finance institution dedicated to helping families and businesses achieve their financial and life goals through personalized financial planning. Our team of financial advisors specializes in creating tailored financial plans, estate planning, tax planning, portfolio management, business planning, and private client services. We also emphasize the importance of estate planning to ensure that assets are passed down to intended heirs in the most efficient way. Our advisors work with clients in Farmington, Wallingford, New Haven, Middlesex, New London, Fairfield, Windham, Tolland, Hartford, Litchfield, and beyond to address potential pitfalls and prepare for retirement. We offer comprehensive financial planning services to help clients manage their wealth and prepare for the future. Our investment process is designed to align portfolios with specific goals and objectives while managing investment risk.

Merrill Lynch Financial Advisor David F. Farnham is located at 29 South Main Street in West Hartford, Connecticut, United States. David has been in the financial services industry since 2007 and joined Merrill Lynch Wealth Management in 2010. He is dedicated to building and maintaining strong relationships with clients and is passionate about helping individuals and families make important financial decisions. David's wealth management approach is consultative, objective, and focused on excellence. He listens to clients' goals and preferences, offers personalized recommendations, and covers a wide range of opportunities including investments, retirement planning, estate planning, and philanthropy. David holds various financial certifications and licenses, including the Chartered Retirement Planning Counselor designation. He is committed to helping clients pursue their investment objectives and offers personalized advice and guidance tailored to each client's unique situation. David is actively involved in non-profit fundraising efforts and enjoys traveling, golfing, and spending time with his family.

Merrill Lynch Financial Advisor Lucas Smith is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired financial goals. Investment involves risks, and the institution does not provide legal, tax, or accounting advice. Services offered include brokerage, investment advisory, insurance, and annuity products. Trust and fiduciary services are provided by Bank of America Private Bank, and banking products are offered by Bank of America, N.A. Various certifications and trademarks are held by the advisors, ensuring expertise and professionalism. The institution strives to provide clients with useful information and offers a broad range of financial services. Disclaimer: "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Clients are redirected to FINRA's BrokerCheck when leaving the Bank of America website.

Carson Wealth, located at 35 Thorpe Avenue in Wallingford, Connecticut, is a finance institution dedicated to helping families and businesses achieve their financial and life goals through personalized financial planning. Their team of financial advisors specializes in providing comprehensive services such as financial planning, estate planning, tax planning, portfolio management, business planning, and private client services. They work with clients to create sustainable investment strategies aligned with specific goals and objectives, while also preparing for potential pitfalls and challenges that may arise. Carson Wealth emphasizes the importance of estate planning and ensuring that clients are enjoying the life they have saved for. They also help wealthy baby boomers transition into retirement by imparting strong financial values to the next generation. The institution's primary service areas include Farmington, New Haven, Middlesex, Fairfield, Hartford, and more.

Jordan Brandon - Thrivent is a financial institution located at 71 Raymond Road in West Hartford, Connecticut, United States. Our mission is simple - we are here to help families and individuals make wise decisions with their money, giving them the freedom to live lives of intention and purpose. We believe that everyone deserves access to a comprehensive financial plan, which is why we strive to provide guidance every step of the way, much like building a house from the ground up. Our values are important to us, and we work best with clients who share those values. Please note that licensing information is available through your State Insurance Department's website, and Thrivent and its financial professionals do not provide legal, accounting, or tax advice. We offer a Financial Planning Framework to review and analyze your financial situation, and further planning services are available through our Dedicated Planning Services for a fee. Thrivent Financial for Lutherans is the marketing name for our institution, and we offer insurance products and investment services through Thrivent Investment Management Inc.

Jacob Kinney - Thrivent is a finance institution located at 71 Raymond Road, West Hartford, Connecticut, United States. Licensed in multiple states including CA, CT, FL, IN, MA, MD, ME, MI, NC, NH, PA, TN, and VT, Jacob Kinney is dedicated to partnering with clients to achieve financial clarity and protect their goals. Specializing in helping individuals overcome financial stress and anxiety, Jacob Kinney aims to provide clear, understandable, and practical advice to help clients gain financial peace and live abundantly. As a Ramsey SmartVestor Pro, Jacob Kinney is part of a network of financial professionals committed to a client-first mentality, education, and empowerment. While affiliated with Thrivent, Jacob Kinney and Thrivent do not provide legal, accounting, or tax advice. Thrivent offers advice and guidance through its Financial Planning Framework and Dedicated Planning Services. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser. For more information about professional designations and licensing, visit the Thrivent website or FINRA's Broker Check.

Merrill Lynch Financial Advisor Lynn A Denucci, located at 29 South Main Street in West Hartford, Connecticut, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand their clients and what matters most to them, taking the time to ask smart questions and listen carefully in order to help clients achieve their personal financial goals while managing investment risk. They provide personalized wealth management strategies and work with clients throughout life's ups and downs to help them pursue their goals. By utilizing the Investment Personality Assessment, they tailor their financial approach to each client's unique preferences and priorities. With access to the insights of Merrill and the convenience of Bank of America, they strive to exceed expectations through proactive communication, personalized service, and ongoing financial education. The institution offers a broad range of services, such as investment advisory and financial planning, with a focus on helping clients make informed decisions to reach their goals.

Merrill Lynch Financial Advisor Lourdes N Rhodes is a reputable financial institution located at 185 Asylum Street in Hartford, Connecticut, United States. Specializing in finance, their team of experts is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. With a strong focus on customer service and a wealth of industry experience, Merrill Lynch Financial Advisor Lourdes N Rhodes is committed to helping clients navigate the complex world of finance with confidence and peace of mind.

Blumshapiro is a reputable accounting and finance institution located at 29 South Main Street in West Hartford, Connecticut, United States. They offer a wide range of services including investment advisory through their affiliate, CliftonLarsonAllen Wealth Advisors, LLC. As a member of the CLA Global network, Blumshapiro is part of an international organization of independent accounting and advisory firms. Please note that CLA Global Limited, the UK-based entity, does not provide direct services to clients. Blumshapiro operates independently and is solely responsible for its own actions. The institution is committed to providing high-quality financial services to meet the needs of their clients.

Archer Solutions LLC is a leading finance institution located at 224 Farmington Avenue in Hartford, Connecticut. With a strong presence in the United States, Archer Solutions LLC offers a wide range of financial services to meet the needs of individuals and businesses alike. From investment management to financial planning, their team of professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on customer satisfaction, Archer Solutions LLC is a trusted partner for all your financial needs.

Gladstone David A CPA is a professional accounting and finance institution located at 29 South Main Street in West Hartford, Connecticut, United States. They offer investment advisory services through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. As a member of CLA Global, an international network of independent accounting and advisory firms, Gladstone David A CPA is committed to providing top-notch financial services to their clients. Please note that CLA Global Limited, the umbrella organization, does not practice accountancy or provide services directly to clients. Gladstone David A CPA operates independently within the CLA Global network, ensuring accountability for their own actions and services. Their team of professionals is dedicated to helping clients navigate the complexities of finance and achieve their financial goals.

Sexton & Company, LLC is a reputable financial institution located at 363 Main Street in Hartford, Connecticut, United States. With a strong commitment to providing top-notch financial services, Sexton & Company, LLC offers a wide range of investment solutions and financial planning services to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized and tailored advice to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Sexton & Company, LLC is the trusted partner you can rely on.

Douglas M. Gordon is an insurance agency located at 65 LaSalle Road in West Hartford, Connecticut. As an Investment Advisor Representative and Financial Advisor, Douglas M. Gordon is dedicated to helping clients secure their financial future. The institution has been recognized with the prestigious FIVE STAR Award, showcasing their commitment to excellence in the industry. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC. Contact Douglas M. Gordon today to start crafting a personalized strategy for your financial goals.

Kaplan Insurance Group is a trusted insurance agency located at 433 South Main Street in West Hartford, Connecticut, United States. Since 2005, we have been providing innovative risk management and investment solutions to individuals and businesses. Our goal is to help our clients preserve and potentially grow their income, assets, and estates. Through our financial services and insurance consulting, we assist clients in identifying and achieving their financial goals while minimizing risk. Investment advisory services are offered through MJP Associates, Inc. dba MJP Wealth Advisors, a Registered Investment Advisor, and securities are offered through Arete Wealth Management LLC, Member FINRA/NFA & SIPC. Trust Kaplan Insurance Group for all your insurance and financial needs.