Retirement planning services in Fairfield, Connecticut

Bunting and Somma - Ameriprise Financial Services, LLC is a trusted financial institution located at 2425 Post Road in Fairfield, Connecticut, United States. Specializing in comprehensive financial planning and wealth management services, our experienced team is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to invest for retirement, save for education, or plan your estate, we provide personalized solutions tailored to your unique needs. With a commitment to integrity and excellence, Bunting and Somma - Ameriprise Financial Services, LLC is your partner in building a strong financial foundation.

Nicole Bowler Pecknold - Financial Advisor at Ameriprise Financial Services, LLC is a finance institution located at 2507 Post Road, Fairfield, Connecticut, United States. Nicole Bowler Pecknold 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®, CFA®, 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 demonstrate her expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, and specialized services for specific client needs. Nicole Bowler Pecknold is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

Vincent Procaccini - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 2425 Post Road, Fairfield, Connecticut, United States. Vincent Procaccini 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®. These certifications demonstrate Vincent Procaccini's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. The institution offers a wide range of services including asset management, retirement planning, estate planning, investment strategies, and risk management. With a focus on ethical practices and continuing education, Vincent Procaccini ensures that clients receive top-notch financial advice and guidance to help them achieve their financial goals.

BrightView Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 2507 Post Road, Fairfield, Connecticut, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. While we cannot guarantee future financial results, we are dedicated to helping individuals achieve their financial goals. We offer initial consultations to discuss your priorities and goals, and value the opportunity to assist your friends and family as well. Please visit our website for important disclosures and information on privacy and security. Contact us today to schedule a meeting and start planning for your financial future.

Henehan & Pekala - Ameriprise Financial Services, LLC is a finance institution located at 2507 Post Road in Fairfield, Connecticut, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and offer personalized financial planning services. We cannot guarantee future financial results, but we are committed to helping our clients achieve their financial goals. Our initial consultation provides an overview of financial planning concepts, and we encourage you to visit our website for important disclosures and regulations. Contact us to schedule a meeting and discuss what's most important to you. Member FINRA and SIPC. Thank you for considering us to help your friends and family members with their financial needs.

Steven Procaccini - Ameriprise Financial Services, LLC is a reputable financial institution located at 2425 Post Road in Fairfield, Connecticut, United States. Specializing in finance, they provide a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Steven Procaccini - Ameriprise Financial Services, LLC is dedicated to providing expert guidance and support every step of the way.

Nicole Bouffard is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 2507 Post Road in Fairfield, Connecticut. With years of experience in the finance industry, Nicole provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Nicole is committed to guiding you through the process with expert advice and tailored solutions. Contact Nicole Bouffard at Ameriprise Financial Services, LLC for all your financial planning needs.

The Fairfield 7 Mile Island Group at Morgan Stanley is a leading financial institution located in Fairfield, Connecticut. Our team of experienced professionals provides a wide range of financial services to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to assist you every step of the way. Visit us at 1229 Post Road to learn more about how we can help you secure your financial future.

Bridgeport-Fairfield Credit Union is a trusted financial institution located at 45 Lyon Terrace in Bridgeport, Connecticut. As a member-owned institution, we are dedicated to providing our community with personalized banking services and competitive rates. Whether you're looking for a savings account, loan, or investment options, our experienced team is here to help you achieve your financial goals. Visit us today to learn more about how Bridgeport-Fairfield Credit Union can support your financial needs.

Emerald Medicare is a reputable health insurance agency located in Fairfield, CT. Our office is conveniently situated at 191 Post Road West in Westport, Connecticut. We specialize in providing comprehensive Medicare coverage options to ensure our clients receive the best possible healthcare services. Our knowledgeable and friendly staff are dedicated to helping individuals navigate the complexities of Medicare and find the right insurance plan to meet their needs. Trust Emerald Medicare to provide reliable and trustworthy insurance solutions for your healthcare needs.

International Planning Alliance LLC is a leading finance, insurance agency, and lawyer institution located at 107 John Street in Fairfield, Connecticut, United States. With a team of experienced professionals, we provide comprehensive financial planning, insurance solutions, and legal services to help our clients achieve their goals and secure their future. Our commitment to excellence and personalized approach sets us apart, ensuring that each client receives tailored advice and support to meet their unique needs. Trust International Planning Alliance LLC to guide you towards financial success and peace of mind.

Rolleri & Sheppard CPAS, LLP is a reputable accounting and finance institution located at 2150 Post Road in Fairfield, Connecticut, United States. With a team of experienced and dedicated certified public accountants, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, financial planning, or any other accounting-related services, Rolleri & Sheppard CPAS, LLP is here to assist you. Their commitment to excellence and personalized approach make them a trusted partner for all your financial needs.

H&R Block is a well-established accounting and finance institution located at 1 Brush Hill Road in New Fairfield, Connecticut. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you manage your finances effectively.

Steve Boyle - State Farm Insurance Agent is an insurance agency located at 920 Broad Street in Bridgeport, Connecticut. With over 25 years of experience, Steve Boyle and his team are dedicated to helping customers manage their everyday risks through a variety of insurance products, including auto, home, renters, business, life, and health insurance. As a Chartered Advisor for Senior Living and Chartered Property Casualty Underwriter, Steve focuses on providing meaningful options to his clients rather than just selling insurance products. His team, including Office Manager Tracy Burke and licensed insurance producers Roxsana Guevara and Yaridza Morales, are committed to providing exceptional service and building relationships with customers in the Fairfield and New Haven counties. Whether you're planning for retirement, buying your first home, or starting a family, State Farm and Steve Boyle are here to help you navigate life's uncertainties. Visit their office across from the downtown library and H.C.C. to learn more about their services and how they can help you "Help Life go Right".

H&R Block is a trusted accounting and finance institution located at 2065 Black Rock Turnpike in Fairfield, Connecticut, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting advice, H&R Block is dedicated to providing top-notch service to help you achieve your financial goals.

Western Connecticut Federal Credit Union, located at 2 Stony Hill Road in Bethel, Connecticut, is a trusted financial institution offering a range of services including ATM access and finance options. As a member-owned, not-for-profit cooperative, we are dedicated to helping our community members achieve their financial goals. At Western Connecticut Federal Credit Union, we believe in teaching our youth the importance of saving from a young age. Our various youth accounts are designed to instill good financial habits early on and set children on the right path towards financial success.

H&R Block is a trusted accounting and finance institution located at 56 Fairfield Avenue in Bridgeport, Connecticut. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business accounting. Whether you are an individual looking for assistance with your taxes or a business owner seeking financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you manage your finances effectively.

First County Bank is a full-service financial institution located at 1312 Post Road in Fairfield, Connecticut. As a trusted bank and ATM provider, we offer a wide range of banking and financial services to meet your needs. Our Branch Manager, Benedict “Ben” Peter, has years of experience in the industry and is dedicated to providing excellent customer service. At First County Bank, we are committed to our community and support local initiatives such as the Richard E. Taber Citizenship Award. We strive to make banking convenient and accessible for our customers, whether you are looking for personal banking services or business solutions.

MONECO Advisors is a finance and insurance agency located at 2150 Post Road in Fairfield, Connecticut, United States. Our team of experienced advisors offers comprehensive financial planning and insurance solutions to help clients achieve their financial goals. Whether you are looking to invest for the future, protect your assets, or plan for retirement, MONECO Advisors is here to provide personalized guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Morgan Stanley Financial Advisors is a leading finance institution located at 1229 Post Road in Fairfield, Connecticut, United States. Our team of expert advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies, wealth management, and financial planning services. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner in helping individuals and businesses navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Tailored Cents is a finance institution located at 3135 Easton Turnpike in Fairfield, Connecticut. Our team of experienced financial professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized and tailored financial solutions. Whether you are looking to invest, save for the future, or plan for retirement, Tailored Cents is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you secure your financial future.

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.

Fairport Asset Management & Real Estate is a reputable finance institution located at 1515 Black Rock Turnpike in Fairfield, Connecticut, United States. Specializing in asset management and real estate services, Fairport offers expert financial guidance and investment solutions to clients looking to grow and protect their wealth. With a team of experienced professionals, Fairport is dedicated to providing personalized and strategic advice to help individuals and businesses achieve their financial goals. Whether you are looking to invest in real estate or manage your assets for long-term growth, Fairport Asset Management & Real Estate is committed to helping you navigate the complex world of finance with confidence and success.

Bronson Point Management is a leading finance institution located at 1960 Bronson Road in Fairfield, Connecticut, United States. With a team of experienced professionals, we offer a wide range of financial services to help our clients achieve their investment goals. Whether you are looking for wealth management, retirement planning, or portfolio management, our experts are here to provide tailored solutions to meet your needs. Trust Bronson Point Management to guide you towards financial success.

Anthony Fabrizio is a premier financial institution located at 1055 Post Road in Fairfield, Connecticut, United States. With a reputation for excellence and expertise in the field of finance, Anthony Fabrizio offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, the team at Anthony Fabrizio is dedicated to helping you achieve your financial goals. With a commitment to personalized service and a track record of success, Anthony Fabrizio is the trusted choice for all your financial needs.

Christie & Coghlan Investment Management is a finance institution located at 1300 Post Road in Fairfield, Connecticut, United States. This institution offers securities-related services to residents of select states in the U.S., as well as investment products and services through Wells Fargo Advisors Financial Network, LLC. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that information provided on social media platforms may not necessarily reflect the views of the institution. It is important to review the terms and conditions of any third-party websites that may be visited through links provided by Christie & Coghlan Investment Management.

Robert P. Rifkin CPA is a reputable accounting and finance institution located at 636 Kings Highway East in Fairfield, Connecticut, United States. With years of experience and expertise in the industry, our team of professionals offers a wide range of accounting services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust Robert P. Rifkin CPA for all your financial needs.

Strategic Group Benefits is an established insurance agency located at 1 Eliot Place in Fairfield, Connecticut, United States. With a focus on providing comprehensive and tailored insurance solutions, Strategic Group Benefits helps individuals and businesses navigate the complexities of insurance coverage. Their team of experienced professionals work closely with clients to assess their needs and create custom plans that offer maximum protection and peace of mind. Whether you are looking for health, life, disability, or retirement insurance, Strategic Group Benefits is dedicated to finding the right coverage for you. Contact them today to learn more about their services and how they can help you secure your future.

Cornerstone Community Credit Union is a trusted financial institution located at 1515 Black Rock Turnpike in Fairfield, Connecticut. As a member-owned credit union, we prioritize our members' financial well-being and offer a wide range of services including ATM access, loans, savings accounts, and personalized financial advice. Our friendly staff is dedicated to helping our members achieve their financial goals and build a strong financial foundation. Visit us today to experience the difference of banking with Cornerstone Community Credit Union.

Affinity Federal Credit Union, located at 250 Westport Avenue in Norwalk, Connecticut, is a trusted institution offering ATM, banking, and financial services. Please be aware of fraudulent scam calls impersonating Affinity—remember, we will never ask for your login credentials or one-time access code over the phone. Our Norwalk branch is conveniently located near U.S. Highway 1, making it easily accessible for residents of Fairfield County. Our mission is to enhance the financial health of our members and the communities we serve, helping them achieve their individual financial goals. Visit us today or contact us at 800.571.6984 for more information.