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TOP 30 Specialized estate planning services in Connecticut
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Bresnick Financial Services, LLC
Bresnick Financial Services, LLC, located at 30 Huntington Street in Shelton, Connecticut, is a trusted institution specializing in accounting and finance services. With over 12 years of experience, our dedicated team provides exemplary accounting, tax preparation, and consulting services to a wide range of clients, including SaaS companies, doctor's offices, and businesses across various sectors. Our personalized approach ensures that business owners receive insightful tax planning and preparation services tailored to their specific needs. Whether you require assistance with partnership, corporation, or personal tax returns, Bresnick Financial Services, LLC is here to help.
western connecticut estate & tax planning council
The Western Connecticut Estate & Tax Planning Council is a professional institution located at 36 Huntingtown Road in Newtown, Connecticut. Specializing in accounting and finance, this council provides expert guidance and resources for individuals and businesses looking to navigate the complexities of estate planning and tax management. With a team of experienced professionals, they offer personalized solutions to help clients achieve their financial goals and secure their future. Visit the Western Connecticut Estate & Tax Planning Council to receive top-notch advice and support in managing your finances effectively.
JAH Financial Services & Real Estate LLC
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.
S & P Financial Services LLC
S & P Financial Services LLC, also known as Spalding & Partners Financial Services, is a full-service accounting firm located in Windham, Connecticut. With over 18 years of experience, we specialize in small business financial management, tax preparation, and Chief Financial Officer consulting services. Our team of experienced accountants ensures timely, confidential, and professional service to both corporate and individual clients. At S & P Financial Services LLC, we prioritize client success and financial privacy. Our small staff consists of trustworthy and honest accountants who are dedicated to optimizing your financial success. From annual tax preparation to weekly, monthly, and quarterly bookkeeping services, we tailor our offerings to meet your unique needs.
Adams Wealth Management - UBS Financial Services Inc.
Adams Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 2 Union Street in New London, Connecticut, United States. Specializing in wealth management, they provide expert financial advice and services to help clients achieve their financial goals. With a team of experienced professionals, Adams Wealth Management - UBS Financial Services Inc. offers personalized investment strategies, retirement planning, estate planning, and more. Trustworthy and reliable, they are dedicated to helping clients secure their financial future.
Christopher Borajkiewicz - Private Wealth Advisor, Ameriprise Financial Services, LLC
Christopher Borajkiewicz is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 30 Peck Road in Torrington, Connecticut, United States. He 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 cover a wide range of financial planning topics including asset management, estate planning, retirement planning, investment strategies, and more. Christopher Borajkiewicz is dedicated to providing expert financial advice and guidance to individuals and families, helping them achieve their financial goals and secure their financial future.
Mark Jones - Ameriprise Financial Services, Inc.
Mark Jones - Ameriprise Financial Services, Inc. is a finance institution located at 663 East Main Street in Torrington, Connecticut, United States. The institution offers a range of financial services and is staffed by professionals who hold various certifications and designations 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 indicate expertise in areas such as asset management, retirement planning, estate planning, investment management, and financial planning for specific demographics such as seniors, veterans, and individuals with special needs. The professionals at Mark Jones - Ameriprise Financial Services, Inc. are committed to providing clients with comprehensive and personalized financial solutions to help them achieve their financial goals.
Jonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jonathan Root - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 30 Peck Road in Torrington, Connecticut, is a finance institution offering a wide range of services to meet the needs of individuals and businesses. Jonathan Root holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Jonathan Root aims to provide personalized financial solutions to help clients achieve their financial goals. Additionally, the institution offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, and Certified Divorce Financial Analyst to address specific financial needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Jonathan Root is dedicated to providing expert guidance and support.
Albertine Gibbs - Financial Advisor, Ameriprise Financial Services, LLC
Albertine Gibbs - Financial Advisor, Ameriprise Financial Services, LLC, located at 90 Oxford Road in Oxford, Connecticut, offers a wide range of financial services to meet the needs of individuals and businesses. Albertine Gibbs holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also provides specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. With a commitment to excellence and a focus on client needs, Albertine Gibbs is dedicated to helping clients achieve their financial goals.
Michael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC
Michael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located on Ryders Lane in Stratford, Connecticut, United States. The institution offers a range of certifications and designations to ensure that their financial advisors are equipped to provide expert advice and guidance to their clients. These certifications include 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 a wide range of financial planning topics, ensuring that advisors are well-equipped to assist clients with their financial needs. Additionally, the institution offers specialized training for advisors serving military personnel and veterans through the Certified Military Financial Advisor® (CFMA®) designation. Clients can trust that the advisors at Michael T DelGallo - Financial Advisor, Ameriprise Financial Services, LLC are highly qualified and dedicated to providing top-notch financial advice and services.
Peter Velcofsky - Branch Manager, Ameriprise Financial Services, LLC
Peter Velcofsky is a Branch Manager at Ameriprise Financial Services, LLC located on Ryders Lane in Stratford, Connecticut, United States. Peter 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 Peter's expertise in asset management, estate planning, financial planning for retirees and small business owners, insurance products, and investment strategies. Peter is dedicated to providing comprehensive financial services to clients, with a focus on ethical practices and continued education in the field of finance.
Glenn Ufland - Financial Advisor, Ameriprise Financial Services, LLC
Glenn Ufland - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 Bradley Road, Woodbridge, Connecticut, United States. They offer a range of services and certifications to ensure they provide the best financial advice to their clients. From the AAMS™ certification to the APMA™ designation, the institution covers a wide array of topics such as asset management, retirement planning, estate planning, and investment strategies. They also offer certifications in specialized areas such as domestic partnership advising, estate planning, and behavioral financial advising. With a team of qualified professionals holding various certifications such as CFP®, CFA®, and CLU®, clients can trust that they are receiving expert advice tailored to their individual needs. Whether you are a retiree, small business owner, high net worth individual, or veteran, Glenn Ufland - Financial Advisor, Ameriprise Financial Services, LLC has the expertise to help you achieve your financial goals.
Alexander Bijanada - Financial Advisor, Ameriprise Financial Services, LLC
Alexander Bijanada is a Financial Advisor at Ameriprise Financial Services, LLC located at 545 Long Wharf Drive, New Haven, Connecticut, United States. He 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Alexander provides comprehensive financial services to individuals and small business owners. His commitment to ethical practices and continuous education ensures that clients receive the highest level of financial advice and support.
Joshua Broder - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joshua 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.
Matt Hurwitz - Branch Manager, Ameriprise Financial Services, LLC
Matt Hurwitz is the Branch Manager at Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New Haven, Connecticut, United States. The institution offers a range of financial services and is committed to providing individuals with the expertise needed to navigate the complex world of asset management. Matt Hurwitz holds several certifications, including the 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 Matt Hurwitz's dedication to providing clients with the highest level of expertise and service in the field of finance.
Kanner Financial Services - Certified Financial Planner Connecticut
Kanner 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.
John M Picard - Financial Advisor, Ameriprise Financial Services, LLC
John 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.
Robert Ceccarelli - Financial Advisor, Ameriprise Financial Services, LLC
Robert Ceccarelli is a Financial Advisor at Ameriprise Financial Services, LLC, located at 545 Long Wharf Drive in New 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®, 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 his expertise in asset management, investment strategies, retirement planning, estate planning, and more. Robert Ceccarelli is dedicated to providing comprehensive financial planning services to his clients, including individuals, retirees, small business owners, and high net worth clients.
Joshua Broder - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joshua 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.
Michael P DeVivo - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michael 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.
JT Wiederholt - Financial Advisor, Ameriprise Financial Services, LLC
JT 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.
Paul Bortnick Jr - Financial Advisor, Ameriprise Financial Services, LLC
Paul 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.
Christopher Coppola III - Financial Advisor, Ameriprise Financial Services, LLC
Christopher 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.
Richard J Vogler - Ameriprise Financial Services, LLC
Richard 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.
Joseph Irizarry - Financial Advisor, Ameriprise Financial Services, LLC
Joseph Irizarry, a Financial Advisor at Ameriprise Financial Services, LLC, located at 2 North Street, Wolcott, Connecticut, United States, offers a wide range of financial services to meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Joseph Irizarry is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Additionally, Joseph Irizarry is trained as a Certified Divorce Financial Analyst, a Chartered Financial Consultant, and a Certified Kingdom Advisor, ensuring that clients receive specialized guidance for their unique financial situations. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Joseph Irizarry is dedicated to helping you achieve your financial goals.
Cheryl M Chapis - Financial Advisor, Ameriprise Financial Services, LLC
Cheryl 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.
Robert J Lucarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
Robert 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.
Justin Z Knickerbocker - Financial Advisor, Ameriprise Financial Services, LLC
Justin 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.
Leigh King - Ameriprise Financial Services, Inc.
Leigh King - Ameriprise Financial Services, Inc. is a finance institution located at 963 Hopmeadow Street, Simsbury, Connecticut, United States. They offer a wide range of services and certifications to provide expert financial advice to individuals and businesses. Some of the certifications they offer include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. Their team is dedicated to providing specialized financial advice to meet the unique needs of their clients.
Richard J D'Amato - Financial Advisor, Ameriprise Financial Services, LLC
Richard J D'Amato is a Financial Advisor at Ameriprise Financial Services, LLC located at 100 Queen Street in Southington, Connecticut, United States. Richard 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 Richard's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Financial Advisor, Richard is dedicated to providing comprehensive financial planning services to individuals and families, helping them achieve their financial goals and secure their financial future.
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- Specialized estate planning services in Woodbridge
- Specialized estate planning services in Woodbury
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