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TOP 30 Long term investments in Hartford, CT
48 results found
Search for local businesses, places and services near you
Mainfreight Hartford
Mainfreight Hartford, located at 551 Marshall Phelps Road in Windsor, Connecticut, is a leading institution in supply chain logistics. With a focus on building strong relationships and providing reliable and efficient services, Mainfreight prides itself on its unique culture of "Special people, Special company". The institution promotes a non-hierarchical and innovative approach to business, with a commitment to long-term success and sustainability. With a 100-year vision in mind, Mainfreight invests in technology to enhance efficiency and productivity, providing customers with transparent data and statistics for informed decision-making. The institution recently opened a new warehouse in Sydney, showcasing its dedication to delivering top-notch services to clients.
Janney Montgomery Scott LLC
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.
Lawson Wealth Advisors of Janney Montgomery Scott
Lawson Wealth Advisors of Janney Montgomery Scott is a finance institution located at 15 North Main Street in West Hartford, Connecticut, United States. They specialize in providing comprehensive wealth management services to individuals, families, and businesses. Their team of experienced advisors offers personalized investment strategies, retirement planning, estate planning, and more to help clients achieve their financial goals. With a commitment to excellence and a focus on long-term relationships, Lawson Wealth Advisors of Janney Montgomery Scott is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Stepping Stone Wealth - Ameriprise Financial Services, LLC
Stepping Stone Wealth - Ameriprise Financial Services, LLC is a top-rated finance institution located at 57 North Main Street in West Hartford, Connecticut. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized financial advice to help you reach your goals and stay focused on the long term. Our team, led by the esteemed Camille Gagliardi, has been consistently recognized for their hard work and commitment to our loyal clients. Whether you're nearing retirement or looking to make sound investment decisions, our team is here to help. We provide complimentary initial consultations to discuss your financial needs and goals. From retirement readiness planning to LGBTQ community investing trends, we offer a wide range of services to improve your financial future.
The Roth Financial Group
The Roth Financial Group is a leading finance and insurance agency located at 29 South Main Street in West Hartford, Connecticut, United States. With a dedicated team of experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, insurance coverage, or wealth management services, our experienced professionals are here to assist you every step of the way. Visit us today to learn more about how The Roth Financial Group can help secure your financial future.
Morgan Stanley Financial Advisors
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.
Cornerstone Wealth Management Group
Cornerstone Wealth Management Group is a leading financial institution located at 100 Pearl Street in Hartford, Connecticut, United States. Specializing in wealth management services, our team of experienced professionals provides 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, Cornerstone Wealth Management Group is committed to helping clients secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
Merrill Lynch Financial Advisor Al Bourjaili
Merrill Lynch Financial Advisor Al Bourjaili, located at 185 Asylum Street in Hartford, Connecticut, is a finance institution focused on managing your wealth through personalized strategies tailored to your goals and priorities. By providing access to investment insights from Merrill and banking solutions from Bank of America, Al Bourjaili works with clients to create a flexible financial plan that can adapt to changing market conditions. Through the Merrill Personal Wealth Analysis™ process, Al Bourjaili helps clients build and document a personalized plan centered on their aspirations and financial objectives. With a focus on understanding clients' evolving needs and priorities, Al Bourjaili aims to help individuals and families pursue their financial goals while managing investment risk. By staying informed about changes in clients' lives and revisiting their financial approach, Al Bourjaili ensures that their strategies remain aligned with their current circumstances and objectives. Whether clients are planning for retirement, saving for education, or transitioning wealth to future generations, Al Bourjaili is committed to offering guidance and support to help them achieve their financial aspirations. With a dedication to putting clients first and providing personalized investment strategies, Al Bourjaili and the team at Merrill Lynch Wealth Management strive to help individuals navigate the complexities of their financial lives and reach their long-term goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 185 Asylum Street in Hartford, Connecticut, is a prestigious finance institution that offers a wide range of wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors who have a wealth of knowledge in wealth management, retirement income planning, and investment strategies, Merrill Lynch is well-equipped to help clients navigate the complexities of the financial world. In addition to personalized financial advice, Merrill Lynch is committed to giving back to the community through volunteerism and charitable outreach. The institution believes in supporting the economic, social, and cultural life of the communities in which it operates.
Merrill Lynch Financial Advisor Alan D Weber
Merrill Lynch Financial Advisor Alan D Weber is a renowned financial institution located at 185 Asylum Street in Hartford, Connecticut, United States. Specializing in finance, this institution offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a team of experienced professionals led by Alan D Weber, clients can trust in the expertise and personalized guidance provided to navigate the complex world of finance. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Alan D Weber is dedicated to helping you secure a prosperous financial future.
Summit Planning Group LLC
Summit Planning Group LLC is a finance institution located at 333 East River Drive in East Hartford, Connecticut, United States. Our team of experienced financial professionals provides comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Summit Planning Group LLC can help you create a customized financial strategy that meets your needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Edward Jones - Financial Advisor: Karen T Leonard
Edward Jones - Financial Advisor: Karen T Leonard is a reputable finance institution located at 4 Bridge Street in New Hartford, Connecticut, United States. As a dedicated financial advisor, Karen T Leonard provides personalized investment and wealth management 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: Karen T Leonard is committed to providing expert financial guidance and support to individuals and families in the New Hartford area.
Edward Jones - Financial Advisor: Eric Gagne
Edward Jones - Financial Advisor: Eric Gagne is a reputable financial institution located at 433 South Main Street in Hartford, Connecticut, United States. Specializing in providing personalized financial planning and investment services, Eric Gagne and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, they offer a wide range of financial products and services to meet the unique needs of each individual client. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Eric Gagne is committed to helping you navigate the complexities of the financial world and secure a prosperous future.
Billy Grant - Financial Advisor, Ameriprise Financial Services, LLC
Billy Grant is a financial advisor at Ameriprise Financial Services, LLC located at 185 Asylum Street in Hartford, Connecticut, United States. Billy Grant has a range of 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®. Billy Grant offers expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, and insurance products. With a commitment to ethics and continued education, Billy Grant provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
Edward Jones - Financial Advisor: Sue Banville
Edward Jones - Financial Advisor: Sue Banville is a reputable financial institution located at 970 Farmington Avenue in West Hartford, Connecticut. Specializing in personalized financial planning and investment services, Sue Banville and her team are dedicated to helping clients achieve their financial goals. With a focus on long-term relationships and a commitment to excellence, Edward Jones - Financial Advisor: Sue Banville provides expert guidance and support to individuals and families seeking to secure their financial future. Visit their office today to start planning for tomorrow.
Edward Jones - Financial Advisor: Barbara J Randolph
Edward Jones - Financial Advisor: Barbara J Randolph is a reputable financial institution located at 18 North Main Street in West Hartford, Connecticut, United States. As a trusted advisor, Barbara J Randolph offers personalized financial services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones provides comprehensive financial planning, investment strategies, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Barbara J Randolph and Edward Jones are dedicated to providing expert guidance and support every step of the way.
Sophie Stevens - Morgan Stanley Financial Advisor
Sophie Stevens - Morgan Stanley Financial Advisor is a trusted financial institution located at 433 South Main Street in West Hartford, Connecticut. As a dedicated finance professional, Sophie Stevens provides expert advice and personalized financial services to help clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, Sophie Stevens can help guide you through the complexities of the financial world. With a focus on building long-term relationships and providing exceptional customer service, Sophie Stevens - Morgan Stanley Financial Advisor is committed to helping clients secure their financial future.
Jeffrey Leone - Financial Advisor, Ameriprise Financial Services, LLC
Jeffrey Leone is a Financial Advisor at Ameriprise Financial Services, LLC located at 111 Founders Plaza, East Hartford, Connecticut, United States. Jeffrey Leone 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, retirement planning, investment strategies, estate planning, and more, Jeffrey Leone provides comprehensive financial services to individuals and businesses.
J Enda Nolan - Financial Advisor, Ameriprise Financial Services, LLC
J Enda Nolan is a financial advisor at Ameriprise Financial Services, LLC located at 185 Asylum Street in Hartford, Connecticut, United States. With 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®, J Enda Nolan is equipped to provide expert financial advice and planning services tailored to the individual needs of clients. Whether it's retirement planning, estate planning, investment strategies, or insurance products, J Enda Nolan has the expertise and knowledge to help clients navigate the complex world of finance and achieve their financial goals.
Michael Snow - Financial Advisor, Ameriprise Financial Services, LLC
Michael Snow - Financial Advisor at Ameriprise Financial Services, LLC, located at 185 Asylum Street in Hartford, Connecticut, is a trusted institution in the finance industry. As the 2023 recipient of the Ameriprise Client Experience Award, Michael Snow and his team provide personalized advice to help clients reach their financial goals in the short and long term. With over 15 years of experience, clients have praised Michael for his professionalism, knowledge, and expertise in helping them achieve their retirement goals. Ameriprise Financial Services, LLC has a long history of building 1-to-1 relationships with clients, ensuring they have a financial advisor they can trust for their financial success. Whether you are looking to start financial planning or seeking advice on investments, Michael Snow and his team are here to help. They offer complimentary initial consultations to discuss your financial needs and provide an overview of financial planning concepts.
Richard J Vogler - Private Wealth Advisor, Ameriprise Financial Services, LLC
Richard J Vogler is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 99 East River Drive in East Hartford, Connecticut, United States. Richard holds several prestigious certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, and Accredited Investment Fiduciary® (AIF®) designation. He is also an APMA™ Accredited Portfolio Management Advisor™ and holds the AWMA℠ certification. Additionally, Richard is a Behavioral Financial Advisor and a Chartered Advisor in Philanthropy® (CAP®). He is also certified in fixed-rate and variable annuities, as well as issues impacting seniors and those planning for retirement with the CASL® credential. Richard is a Certified Divorce Financial Analyst and a Certified Estate Planner™. He has completed the Certified Exit Planning Advisor® Program and holds the Chartered Financial Analyst® designation. Richard is a CERTIFIED FINANCIAL PLANNER™ and a Certified Fund Specialist. He is also a Chartered Financial Consultant® and a Chartered Special Needs Consultant. Richard is a Certified Investment Management Analyst® and a Certified Kingdom Advisor®. He is also Certified in Long-Term Care and holds the Chartered Life Underwriter Designation®. Richard is a Certified Military Financial Advisor® (CFMA®) and is trained to serve veterans, active duty, Reserve, National Guard, and their families. With his extensive knowledge and expertise, Richard J Vogler is dedicated to providing top-notch financial services to his clients.
Merrill Lynch Financial Advisor David F. Farnham
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.
Horizon Financial Advisors
Horizon Financial Advisors is a reputable financial institution located at 16 Arapahoe Road in West Hartford, Connecticut, United States. With a team of experienced and knowledgeable financial advisors, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, our team is here to provide personalized solutions tailored to your individual needs. Trust Horizon Financial Advisors to guide you towards a brighter financial future.
Sarah Hobbs - Associate Financial Advisor, Ameriprise Financial Services, LLC
Sarah Hobbs is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 99 East River Drive, East Hartford, Connecticut, United States. Sarah 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®. Sarah 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 advanced knowledge in asset management, investment strategies, estate planning, and retirement planning, Sarah is committed to helping clients achieve their financial goals. Contact Sarah Hobbs today for expert financial advice and personalized solutions tailored to your unique needs.
Merrill Lynch Financial Advisor David E Goodwin
Merrill Lynch Financial Advisor David E Goodwin is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. Top advisors like Brendan work closely with ultra-affluent families to provide tailored investment portfolios and strategies focused on long-term wealth accumulation, preservation, cash flow generation, and legacy planning. The team at Merrill Lynch Wealth Management focuses on understanding clients' goals, priorities, and aspirations to create personalized financial plans. With access to the resources of Merrill and Bank of America, advisors help clients manage, grow, and preserve their wealth. The institution offers the Investment Personality Assessment to customize financial approaches based on individual preferences and goals. Regular check-ins and updates ensure that clients' financial plans reflect changes in their lives and the market. Merrill Lynch Advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial solutions.
Donald Ratte - Financial Advisor, Ameriprise Financial Services, LLC
Donald Ratte - Financial Advisor, Ameriprise Financial Services, LLC, located at 111 Founders Plaza, East Hartford, Connecticut, United States, offers a wide range of financial services and expertise. Donald Ratte holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to providing comprehensive and tailored financial solutions to his clients. With a focus on asset management, retirement planning, estate planning, and investment strategies, Donald Ratte ensures that individuals, retirees, small business owners, and high net worth clients receive personalized and professional advice. Additionally, Donald Ratte is equipped to assist clients with specialized needs such as domestic partnerships, philanthropic planning, divorce financial analysis, and long-term care planning. By holding certifications such as CFP®, CFA®, and CLU®, Donald Ratte demonstrates his expertise and dedication to delivering high-quality financial advice. Whether you are looking for retirement planning, investment management, or estate planning services, Donald Ratte - Financial Advisor, Ameriprise Financial Services, LLC, is a reliable and trusted partner in helping you achieve your financial goals.
Alfred Loomer - Private Wealth Advisor, Ameriprise Financial Services, LLC
Alfred Loomer is a trusted Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 99 East River Drive in East Hartford, Connecticut. With a focus on providing personalized financial planning and investment management services, Alfred Loomer helps clients achieve their long-term financial goals. With years of experience in the finance industry, Alfred Loomer is dedicated to helping individuals and families build and preserve their wealth. Contact Alfred Loomer at Ameriprise Financial Services, LLC for expert financial guidance and support.
Dan Donato - Financial Advisor, Ameriprise Financial Services, LLC
Dan Donato - Financial Advisor, Ameriprise Financial Services, LLC is a reputable financial institution located at 185 Asylum Street in Hartford, Connecticut. As a trusted advisor, Dan Donato provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Ameriprise Financial Services, LLC is committed to providing expert guidance and support to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Dan Donato and his team are dedicated to helping you secure a stable financial future.
Jonathan Ingalls - Associate Manager, Ameriprise Financial Services, LLC
Jonathan Ingalls is an Associate Manager at Ameriprise Financial Services, LLC located at 185 Asylum Street in Hartford, Connecticut. As a finance institution, Ameriprise offers a wide range of financial services to help individuals and businesses achieve their financial goals. Jonathan Ingalls and his team provide personalized financial planning, investment management, retirement planning, and insurance solutions to clients in the Hartford area. With a focus on building long-term relationships and delivering exceptional service, Ameriprise Financial Services, LLC is committed to helping clients secure their financial futures.
Jennifer M Fissette - Financial Advisor, Ameriprise Financial Services, LLC
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.
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