Strategic financial advice in Connecticut

Zeigler Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at 100 West Putnam Avenue in Greenwich, Connecticut, United States. With a strong reputation for providing top-notch wealth management services, Zeigler Wealth Management offers personalized investment strategies to help clients achieve their financial goals. Their team of experienced financial advisors are dedicated to providing expert guidance and support to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Zeigler Wealth Management is committed to helping you secure a prosperous financial future.

Merrill Lynch Financial Advisor Thomas G. Raymond, located at 2 Pickwick Plaza in Greenwich, Connecticut, United States, is dedicated to helping wealthy families, individuals, and senior executives manage their investments and finances in a prudent and cohesive manner. With over 32 years of experience in the investment management industry, Thomas and his team provide customized and cost-effective strategies tailored to each client's unique needs. By drawing on Merrill's global resources, they offer services such as investment advice, discretionary investment management, municipal bond management, private equity, alternative investments, trust, and estate planning. The team at The Raymond Group is committed to providing personalized, holistic, and client-centric wealth management services to help clients achieve their financial goals and priorities. With a focus on building strong client relationships based on trust and personalized service, Thomas Raymond and his team strive to help clients navigate the complexities of their financial lives and stay on track towards achieving their objectives.

James Schmiedel Money Concepts Financial Planning is a reputable finance institution located at 22 Independence Circle in Middlebury, Connecticut, United States. With a team of experienced financial planners, they provide personalized financial planning services to help individuals and families achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, James Schmiedel Money Concepts Financial Planning can help you create a customized financial plan tailored to your specific needs. Visit their office today to start planning for a secure financial future.

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.

Jennifer Grennan - Financial Advisor at Ion Investments is a trusted source for all of your financial planning needs. Located at 910 Wolcott Street in Waterbury, Connecticut, Jennifer Grennan offers personalized financial advice and guidance to help you reach your goals. Whether you are saving for retirement, planning for your children's education, or investing for the future, Jennifer Grennan can help you create a customized financial plan that fits your unique needs. With years of experience and expertise in finance, Jennifer Grennan is committed to helping you achieve financial success. Contact Jennifer Grennan - Financial Advisor at Ion Investments today to schedule a consultation and take the first step towards a secure financial future.

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.

The 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.

A.J. Garstang - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 100 Queen Street in Southington, Connecticut. Specializing in providing personalized wealth management services, A.J. Garstang helps clients achieve their financial goals through strategic planning and investment strategies. With a focus on building long-term relationships and delivering exceptional customer service, A.J. Garstang is dedicated to helping individuals and families secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Raymond James Financial Services is a reputable finance institution located at 70 East Main Street in Avon, Connecticut, United States. With a strong focus on providing personalized financial solutions, Raymond James offers a wide range of services including investment planning, wealth management, retirement planning, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to providing expert guidance and support every step of the way.

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.

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 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.

Merrill Lynch Financial Advisor Lucas Smith is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, clients are guided towards achieving their desired financial goals. Investment involves risks, and the institution does not provide legal, tax, or accounting advice. Services offered include brokerage, investment advisory, insurance, and annuity products. Trust and fiduciary services are provided by Bank of America Private Bank, and banking products are offered by Bank of America, N.A. Various certifications and trademarks are held by the advisors, ensuring expertise and professionalism. The institution strives to provide clients with useful information and offers a broad range of financial services. Disclaimer: "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Clients are redirected to FINRA's BrokerCheck when leaving the Bank of America website.

Lynch Financial Advisor Jim Armstrong is a finance institution located at 185 Asylum Street in Hartford, Connecticut, United States. As your Merrill advisor, Jim Armstrong provides personalized financial advice and guidance to help you develop a customized wealth management approach based on your risk tolerance, time horizon, and liquidity needs. With access to global investment insights from Merrill, Jim is committed to bringing you value at every step of the wealth management process. His team, supported by the resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. Jim Armstrong, a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, focuses on your priorities, goals, and family, adapting your financial approach as needed over time. With a focus on understanding your aspirations and addressing the issues that matter most to you, Jim can help you manage, grow, and preserve your wealth while considering the impact it can have for years to come. By providing advice and guidance tailored to your needs, Jim helps you pursue your most important financial goals.

Elma Dunn, CRPC - UBS Financial Services Inc. is a reputable finance institution located at 265 Church Street in New Haven, Connecticut, United States. With a focus on providing personalized financial services, Elma Dunn, CRPC and her team at UBS Financial Services Inc. are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust Elma Dunn and her team to provide expert guidance and support. Contact them today to schedule a consultation and start building a secure financial future.

River Valley Wealth Management - Ameriprise Financial Services, LLC, located at 63 High Street in Suffield, Connecticut, is a finance institution that offers personalized financial planning services. Ameriprise financial advisors are registered to do business in certain U.S. states, providing tailored advice to help clients achieve their financial goals. The initial consultation provides an overview of financial planning concepts, although written analysis and recommendations are not provided at this stage. While Ameriprise Financial cannot guarantee future financial results, they are committed to helping individuals and families make informed decisions about their finances. Users of the Ameriprise Financial website are bound by the terms and regulations outlined, ensuring a secure and transparent experience. With a focus on privacy and security, Ameriprise Financial Services, LLC is a member of FINRA and SIPC, offering a range of services to support clients in their financial journey. If you refer friends or family members to Ameriprise Financial, they will receive personalized assistance in reaching their financial goals. Feel free to inform them that Ameriprise Financial will be in touch soon to discuss their financial needs.

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.

Henry Cormier is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 850 Farmington Avenue, Farmington, Connecticut, United States. Henry 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 Henry's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various individuals and businesses. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Henry Cormier can provide tailored financial advice to help you achieve your financial goals.

Crown Financial is a reputable finance institution located at 16 Hall Hill Road in Somers, Connecticut, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or managing your finances, Crown Financial is here to help. We strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.

Merrill Lynch Financial Advisor Matthew Koziol is a reputable finance institution located at 185 Asylum Street in Hartford, Connecticut, United States. Matthew Koziol is a knowledgeable and experienced financial advisor who provides personalized financial planning and investment services to his clients. With a commitment to helping individuals and businesses achieve their financial goals, Merrill Lynch Financial Advisor Matthew Koziol offers expert guidance and strategic advice to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Matthew Koziol and his team are dedicated to providing top-notch financial solutions tailored to your specific needs.

Rogers Financial Services is a reputable finance institution located at 112 New London Road in Groton, Connecticut. With a strong commitment to providing high-quality financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Rogers Financial Services is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.

Chapman Financial Partners is a leading finance institution located at 255 Woodbine Road in Colchester, Connecticut, United States. Our team of experienced financial professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Chapman Financial Partners is here to help. With a commitment to excellence and a focus on building long-term relationships, we strive to be your trusted partner in financial success. Visit us today to learn more about how we can help you secure your financial future.

Raymond James Financial Services is a finance institution located at 859 Boston Post Road in Madison, Connecticut, United States. The institution offers a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to providing personalized solutions to meet your specific needs.

Sabra Donovan - Barnum Financial Group is a finance institution located at 6 Corporate Drive, Shelton, Connecticut, United States. We are dedicated to your financial well-being and helping you achieve your financial goals. Our founder has transformed Barnum into what it is today, and our leadership team is committed to achieving our mission. We strive to create a culture of belonging, respect, and opportunity for all, and we are dedicated to making a difference in the communities where we work and live. Our financial representatives are committed to your success, and we are proud to be recognized for our commitment to our clients. We offer expertise in managing risks, growing wealth strategically, and planning for your future. We understand that every major financial decision impacts your retirement, and we are here to guide you through important financial decisions such as switching jobs and considering tax implications.

Daniel Richard Adams Jr. - UBS Financial Services Inc. is a reputable financial institution located at 2 Union Street in New London, Connecticut, United States. Specializing in finance, this institution offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, Daniel Richard Adams Jr. - UBS Financial Services Inc. is dedicated to providing top-notch financial advice and solutions to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, this institution is committed to delivering personalized and comprehensive financial solutions tailored to your specific needs.

Merrill Lynch Financial Advisor Susan Kaupie, located at 2 Pine Street in New Canaan, Connecticut, offers personalized financial services to help clients achieve their goals. With over 15,000 advisors nationwide, Merrill Lynch provides a wide range of brokerage, investment advisory, and other services to clients in all 50 states. Please note that investing involves risk and it is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch does not provide legal, tax, or accounting advice. Services offered include asset allocation, diversification, and rebalancing, but these do not guarantee a profit or protect against loss. Additionally, insurance and annuity products are available through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank. Banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch strives to provide clients with information about products and services that may be of interest. Please be aware that you are leaving Bank of America's website and being redirected to FINRA's BrokerCheck. "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, strategic advisory, and other investment banking activities are performed by investment banking affiliates of Bank of America Corporation. Please consult with a financial advisor for personalized advice tailored to your specific needs.

Merrill Lynch Financial Advisor Peter Holmquist, located at 253 Post Road West in Westport, Connecticut, is dedicated to providing personalized financial services to help clients achieve their goals. With a team of experienced professionals and access to global resources, Peter focuses on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a home, or funding your child's education, Peter will work with you to create a customized investment approach tailored to your unique needs and priorities. By understanding what matters most to you, Peter can help you navigate the complexities of the financial markets and make informed decisions to help you reach your goals. With a focus on community involvement and a commitment to helping clients stay on track, Peter Holmquist is here to guide you on your financial journey.

Merrill Lynch Financial Advisor David Teolis is a reputable finance institution located at 2 Pickwick Plaza in Greenwich, Connecticut, United States. With a focus on providing personalized financial advice and investment strategies, David Teolis and his team offer expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Merrill Lynch Financial Advisor David Teolis is dedicated to helping clients navigate the complex world of finance with confidence and peace of mind.

Northwestern Mutual Financial is a leading finance and insurance agency located at 60 Long Ridge Road in Stamford, Connecticut, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions to meet the unique needs of each client, ensuring peace of mind and financial security for the future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual Financial is committed to guiding you towards a secure financial future.

UBS Financial Services Inc. is a leading finance institution located at 8 Wright Street in Westport, Connecticut, United States. With a strong reputation for providing top-notch financial services, UBS offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized advice and innovative strategies. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, UBS Financial Services Inc. is committed to providing exceptional service and expertise to meet your needs.