TOP 30 Mutual funds in Connecticut

Thomas Mc Candless is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 41 West Putnam Avenue in Greenwich, Connecticut, United States. Thomas 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 Thomas's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, financial planning, mutual funds, special needs planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. Thomas is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those in the military community. Contact Thomas Mc Candless for expert financial guidance tailored to your unique needs and goals.

James Alexander Cunningham is a financial advisor at Ameriprise Financial Services, LLC located at 56 Williams Avenue in Stonington, Connecticut, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, James is dedicated to providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, James has the expertise to help you achieve your financial goals. Certified in areas such as asset management, portfolio management, and behavioral finance, James is committed to providing personalized and effective financial advice to his clients. Contact James Alexander Cunningham today to start planning for a secure financial future.

Basso Capital Management is a finance institution located at 1266 East Main Street in Stamford, Connecticut, United States. Specializing in investment management, Basso Capital Management offers a range of financial services to help clients achieve their investment goals. With a team of experienced professionals and a commitment to excellence, Basso Capital Management is dedicated to providing top-tier financial solutions to individuals and institutions alike.

Merrill Lynch Financial Advisor Roland A Wauthier is a reputable finance institution located at 1499 Post Road in Fairfield, Connecticut, United States. Specializing in providing expert financial advice and services, Merrill Lynch is known for its commitment to helping clients achieve their financial goals. With a team led by experienced advisor Roland A Wauthier, clients can trust in personalized financial strategies tailored to their individual needs. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Merrill Lynch Financial Advisor Roland A Wauthier is dedicated to providing top-notch financial guidance and support.

Merrill Lynch Financial Advisor Mario A Zapata is a trusted financial institution located at 1499 Post Road in Fairfield, Connecticut, United States. As a finance institution, Merrill Lynch offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized service and tailored financial solutions, Merrill Lynch Financial Advisor Mario A Zapata is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Trust Merrill Lynch for all your financial needs.

BNY Mellon Shareowner Services is a finance institution located at 111 Founders Plaza in East Hartford, Connecticut, United States. As a leading provider of shareholder services, BNY Mellon Shareowner Services offers a range of services including stock transfer, dividend disbursement, and proxy services. With a commitment to excellence and customer satisfaction, BNY Mellon Shareowner Services is dedicated to helping individuals and companies manage their investments effectively.

Tegeler Insurance, located at 77 Main Street North in Southbury, Connecticut, is a family owned and operated full service insurance agency. As an independent agency, we are able to work with a variety of carriers to provide competitively priced coverage to our local communities. Our team is dedicated to offering professional advice and recommendations to each of our clients, ensuring they have the best coverage for their needs. In addition to personal homeowner’s and auto insurance, we also offer business coverage, life insurance, health insurance, disability coverage, mutual funds, and annuities. Our main goal is to provide an honest and thorough evaluation of your current insurance protection plan. Contact us today to see how we can help you protect what matters most.

New York Life, located at 21 Middle Turnpike East in Manchester, Connecticut, is a trusted insurance agency offering permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest cash value in the market. They provide financial protection for everyday tasks, lost income due to illness or injury, and offer professionally managed investments with potential market gains. With a focus on helping individuals and families thrive, New York Life offers a wide range of solutions including education funding, retirement planning, and estate protection. Their expert agents are dedicated to understanding your unique needs and priorities, providing tailored solutions in plain language to help you achieve financial security and peace of mind.

Spectrum Asset Management, Inc. is a world-leading finance institution located at 2 High Ridge Park, Stamford, Connecticut, United States. With $19.02 billion in assets under management, including $4.17 billion in SMA advisory assets, Spectrum specializes in managing preferred and capital securities for a diverse range of clients. Founded in 1987, Spectrum is a wholly owned affiliate of Principal Global Investors and has a team of twenty-five dedicated investment professionals. The institution has a strong track record of performance through its fundamental credit-based investment philosophy and expertise in capital structure analysis. Spectrum serves a global client base including corporate, pension fund, insurance, and endowment clients, as well as mutual funds and high net worth individual investors. Visit their website to access Credit Insights on Silicon Valley Bank, Credit Suisse, and First Republic.