TOP 30 Long term investment in Connecticut
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Joshua Broder - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJoshua Broder, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 37 Broadway in North Haven, Connecticut, is a trusted institution specializing in finance. With a focus on providing personalized financial planning and wealth management services, Joshua Broder and his team strive to help clients achieve their financial goals and secure their financial future. With a commitment to excellence and a dedication to client satisfaction, Ameriprise Financial Services, LLC is a reliable partner in navigating the complexities of financial planning and investment management.
37 Broadway, North Haven, CT 06473, United States -
Edward Jones - Financial Advisor: Stephen Harrington
● ClosedEdward Jones - Financial Advisor: Stephen Harrington is a reputable finance institution located at 850 Straits Turnpike in Middlebury, Connecticut, United States. Stephen Harrington is a knowledgeable and experienced financial advisor who is dedicated to helping his clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Stephen Harrington can provide personalized guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Stephen Harrington is committed to helping you secure a solid financial future.
850 Straits Turnpike Suite 202, Middlebury, CT 06762, United States -
Christopher Freeman - TD Wealth Financial Advisor
● ClosedChristopher Freeman - TD Wealth Financial Advisor is a trusted financial institution located at 414 Broad Street in Bristol, Connecticut. As a dedicated financial advisor, Christopher Freeman offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial advice, clients can trust in the expertise and professionalism of Christopher Freeman and his team. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Christopher Freeman - TD Wealth Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence.
414 Broad St, Bristol, CT 06010, United States -
Thomas Davis - TIAA Wealth Management Advisor
● ClosedThomas Davis - TIAA Wealth Management Advisor is a reputable financial institution located at 2319 Whitney Avenue in Hamden, Connecticut. As a trusted advisor, Thomas Davis offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, this institution is dedicated to helping individuals and families navigate the complexities of financial planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Thomas Davis is committed to providing top-notch financial guidance and support.
2319 Whitney Ave Suite 6A, Hamden, CT 06518, United States -
Michael Ferreira - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Ferreira - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading finance institution located at 37 Broadway in North Haven, Connecticut, United States. As a trusted wealth advisor, Michael Ferreira offers personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Ameriprise Financial Services, LLC provides comprehensive wealth management services tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Michael Ferreira and his team are dedicated to helping you navigate the complexities of financial planning with confidence and peace of mind.
37 Broadway, North Haven, CT 06473, United States -
Anthony Inzero - TIAA Wealth Management Advisor
● ClosedAnthony Inzero - TIAA Wealth Management Advisor is a leading financial institution located at 2319 Whitney Avenue in Hamden, Connecticut. As a trusted advisor, Anthony Inzero provides personalized wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing expert guidance, Anthony Inzero offers a comprehensive range of financial services including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Anthony Inzero - TIAA Wealth Management Advisor is dedicated to helping you secure a prosperous financial future.
2319 Whitney Ave Suite 6A, Hamden, CT 06518, United States -
William Robert Nemphos - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWilliam Robert Nemphos is a highly experienced and trusted financial advisor at Ameriprise Financial Services, LLC. Located at 154 State Street in North Haven, Connecticut, United States, William Robert Nemphos specializes in providing personalized financial planning and investment advice to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, William Robert Nemphos is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, William Robert Nemphos is committed to providing expert guidance and support every step of the way.
154 State St Ste 104, North Haven, CT 06473, United States -
Kanner Financial Services - Certified Financial Planner Connecticut
● ClosedKanner Financial Services is a reputable institution located in North Haven, Connecticut, specializing in financial planning services. As a Certified Financial Planner in Connecticut, our team of experts is dedicated to helping individuals and families achieve their financial goals through personalized strategies and advice. With a focus on creating long-term wealth and security, we offer comprehensive services such as retirement planning, investment management, estate planning, and more. Trust Kanner Financial Services to provide you with the guidance and support needed to secure your financial future.
116 Washington Avenue Third Floor, North Haven, CT 06473, United States -
Edward Jones - Financial Advisor: Jay Borelli
● ClosedEdward Jones - Financial Advisor: Jay Borelli is a finance institution located at 2 George Street in North Haven, Connecticut, United States. Jay Borelli is a trusted financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jay Borelli is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future.
2 George St, North Haven, CT 06473, United States -
Martin Anastasio - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMartin Anastasio, a financial advisor at Ameriprise Financial Services, LLC located at 250 State Street, North Haven, Connecticut, is dedicated to helping clients prepare for their financial goals. With a focus on personalized advice, Martin takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored financial guidance, clients can feel more confident and in control of their financial future. As a registered advisor, Martin can only conduct securities business with residents of specific states. Clients can access background and qualification information on FINRA's BrokerCheck website. The initial consultation provides an overview of financial planning concepts, although written analysis and recommendations are not provided.
250 State St UNIT J2, North Haven, CT 06473, United States -
John M Picard - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn M Picard is a Financial Advisor at Ameriprise Financial Services, LLC located at 154 State Street in North Haven, Connecticut, United States. John 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 John's expertise in asset management, investment strategies, retirement planning, estate planning, risk management, and more. John is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethical practices and continuing education, John is committed to helping clients achieve their financial goals and secure their financial future.
154 State St Ste 104, North Haven, CT 06473, United States -
Edward Jones - Financial Advisor: Bosmat Cohen
● ClosedEdward Jones - Financial Advisor: Bosmat Cohen is a trusted financial institution located at 100 Hinman Street in Cheshire, Connecticut. As a dedicated financial advisor, Bosmat Cohen provides personalized guidance and support to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest for the future, Bosmat Cohen and the team at Edward Jones are here to help. With a focus on building long-term relationships and delivering exceptional service, Edward Jones - Financial Advisor: Bosmat Cohen is a reliable partner in your financial journey.
100 Hinman St Ste 4, Cheshire, CT 06410, United States -
Joshua Broder - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJoshua Broder is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1781 Highland Avenue in Cheshire, Connecticut, United States. Joshua 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®, 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®. With a focus on providing comprehensive financial planning services, Joshua is dedicated to helping individuals and families achieve their financial goals through expert advice and strategic planning. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Joshua Broder is committed to providing personalized solutions tailored to your unique needs.
1781 Highland Ave #207, Cheshire, CT 06410, United States -
Ira Taber - Financial Advisor, Ameriprise Financial Services, LLC
● OpenIra Taber - Financial Advisor, Ameriprise Financial Services, LLC is a reputable financial institution located at 227 Monroe Turnpike in Monroe, Connecticut, United States. As a trusted finance advisor, Ira Taber provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, clients can trust in the expertise and professionalism of Ira Taber and the Ameriprise Financial Services team.
227 Monroe Turnpike #1, Monroe, CT 06468, United States -
Michael P DeVivo - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMichael P DeVivo is a Private Wealth Advisor at Ameriprise Financial Services, LLC located on Ryders Lane in Stratford, Connecticut, United States. Michael P DeVivo 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 Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Michael P DeVivo's expertise in asset management, estate planning, retirement planning, investment management, and financial planning for various client needs including retirees, small business owners, high net worth clients, and those with special needs. With a focus on ethical practices and comprehensive knowledge, Michael P DeVivo is dedicated to providing top-notch financial services to clients in the Stratford area.
6580 Main St, Ryders Ln Ste 102, Stratford, CT 06614, United States -
JT Wiederholt - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJT Wiederholt - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 835 Straits Turnpike, Middlebury, Connecticut, United States. They offer a range of certifications and designations to their advisors, 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, including estate planning, retirement planning, investment management, and specialized areas like military financial advising. The advisors at JT Wiederholt - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and guidance to their clients.
835 Straits Turnpike Ste A, Middlebury, CT 06762, United States -
Philip Allopenna - Prudential Financial
● OpenPhilip Allopenna - Prudential Financial 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 financial services and insurance solutions, this institution is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at Philip Allopenna - Prudential Financial are committed to providing personalized solutions tailored to meet your specific needs. Trust in their expertise and guidance to help you navigate the complexities of the financial world and achieve your long-term financial goals.
2 Corporate Dr #440, Shelton, CT 06484, United States -
LPL Financial - Milford, CT
● OpenLPL Financial in Milford, CT is a leading finance institution located at 472 Wheelers Farm Road. As a trusted partner in the financial industry, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, LPL Financial provides personalized investment advice, retirement planning, and wealth management solutions. Whether you are looking to grow your portfolio or plan for the future, LPL Financial in Milford is dedicated to providing top-notch financial services to meet your needs.
472 Wheelers Farm Rd Suite 305, Milford, CT 06461, United States -
Paul Bortnick Jr - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPaul Bortnick Jr is a Financial Advisor at Ameriprise Financial Services, LLC located at 430 Highland Avenue in Cheshire, Connecticut, United States. Paul 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Paul's expertise in asset management, estate planning, retirement planning, investment strategies, and more. Paul is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Paul Bortnick Jr for expert financial advice tailored to your specific needs.
430 Highland Ave, Cheshire, CT 06410, United States -
Christopher Coppola III - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedChristopher Coppola III is a financial advisor at Ameriprise Financial Services, LLC located at 250 State Street, North Haven, 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®, 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®. With expertise in asset management, estate planning, retirement planning, investment strategies, and more, Christopher Coppola III is dedicated to providing comprehensive financial services to individuals and small business owners.
250 State St Unit E1, North Haven, CT 06473, United States -
Edward Jones - Financial Advisor: Jonathan B Kaplan
● ClosedEdward Jones - Financial Advisor: Jonathan B Kaplan is a reputable financial institution located at 329 Main Street in Wallingford, Connecticut, United States. Specializing in finance, they offer personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Jonathan B Kaplan and his team provide expert guidance and support to individuals and families looking to secure their financial future. Trustworthy and dedicated, they strive to provide top-notch service and tailored solutions to meet the unique needs of each client. Visit Edward Jones - Financial Advisor: Jonathan B Kaplan today to start planning for a brighter financial tomorrow.
329 Main St STE 102, Wallingford, CT 06492, United States -
Porter Financial Strategies
● ClosedPorter Financial Strategies is a leading finance institution located at 300 Church Street in Wallingford, Connecticut, United States. Our team of experienced financial advisors is dedicated to providing personalized investment and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Porter Financial Strategies offers comprehensive financial planning, retirement planning, investment management, and estate planning services. Contact us today to schedule a consultation and take the first step towards securing your financial future.
300 Church St Suite 301, Yalesville, CT 06492, United States -
Gerta Xhelaj - TD Wealth Financial Advisor
● ClosedGerta Xhelaj - TD Wealth Financial Advisor is a trusted financial institution located at 928 North Colony Road in Wallingford, Connecticut, United States. As a dedicated financial advisor, Gerta Xhelaj provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Gerta Xhelaj is committed to providing top-notch financial advice and services. With a focus on building long-term relationships based on trust and integrity, Gerta Xhelaj - TD Wealth Financial Advisor is the go-to institution for all your financial needs.
928 N Colony Rd, Wallingford, CT 06492, United States -
Richard J Vogler - Ameriprise Financial Services, LLC
● ClosedRichard J Vogler - Ameriprise Financial Services, LLC is a finance institution located at 22 Pine Street, Bristol, Connecticut, United States. The institution offers a range of certifications and designations to its professionals, 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 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 topics such as asset management, retirement planning, estate planning, insurance products, investment strategies, and more. The professionals at Richard J Vogler - Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
22 Pine St #302b, Bristol, CT 06010, United States -
The Ferris Financial Group
● OpenThe Ferris Financial Group is a leading finance institution located at 40 High Street in Bristol, Connecticut, United States. With a team of experienced financial experts, we provide a wide range of services including investment management, retirement planning, estate planning, and more. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial aspirations.
40 High St STE 1, Bristol, CT 06010, United States -
Cheryl M Chapis - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCheryl M Chapis is a Financial Advisor at Ameriprise Financial Services, LLC located at 53 Linwood Street, Bristol, Connecticut, United States. Cheryl 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®, CFP®, Certified Fund Specialist, ChFC®, 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 showcase Cheryl's expertise in areas such as asset management, investment strategies, estate planning, retirement planning, and more. Cheryl is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Cheryl's qualifications and commitment to ethical standards make her a trusted advisor in the financial industry.
53 Linwood St, Bristol, CT 06010, United States -
Robert J Lucarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRobert J Lucarelli is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 250 State Street in North Haven, Connecticut, United States. Robert has 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 Robert's expertise in asset management, financial planning, retirement planning, estate planning, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Robert J Lucarelli can provide you with comprehensive and personalized financial advice to help you achieve your goals.
250 State St Unit E1, North Haven, CT 06473, United States -
Justin Z Knickerbocker - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJustin Z Knickerbocker is a financial advisor at Ameriprise Financial Services, LLC located at 1781 Highland Avenue in Cheshire, Connecticut, United States. Justin 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®, 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 Justin's expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment analysis, and insurance products. Justin is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Additionally, Justin is trained to assist veterans, active duty, Reserve, National Guard members, and their families with their financial needs. With a focus on ethical practices and a commitment to ongoing education and professional development, Justin Z Knickerbocker is a trusted financial advisor who can help clients achieve their financial goals.
1781 Highland Ave #207, Cheshire, CT 06410, United States -
Norman Juniewic Wealth Management
● ClosedNorman Juniewic Wealth Management is a reputable finance institution located at 36 State Street in North Haven, Connecticut, United States. Our dedicated team of financial experts provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional results, we offer tailored investment strategies, retirement planning, estate planning, and more. Trust Norman Juniewic Wealth Management to provide expert guidance and support in managing your financial assets effectively.
36 State St STE 8, North Haven, CT 06473, United States -
Edward Jones - Financial Advisor: Kip Schibli, CFA®
● OpenEdward Jones - Financial Advisor: Kip Schibli, CFA® is a reputable financial institution located at 66 Danbury Road in Ridgefield, Connecticut, United States. As a Certified Financial Advisor, Kip Schibli offers expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted partner for individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or building wealth, Kip Schibli and his team are dedicated to helping you navigate the complex world of finance with confidence.
66 Danbury Rd, Ridgefield, CT 06877, United States
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