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Financial Planners in Connecticut

Keith Somers - Ameriprise Financial Services, Inc. photos
Keith Somers - Ameriprise Financial Services, Inc., Stratford
Stratford / Connecticut / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Peoples United Bank photos
Peoples United Bank, Stratford
Stratford / Connecticut / United States
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Founded in 1842, our business has been built upon our ability to exceed your expectations. As a premier, community-based, regional bank, we tailor our checking, savings, mobile banking, small business, commercial and wealth management products and services to address your financial needs and those of your family. Our employees provide an extraordinary customer experience through a network of over 400 branches in Connecticut, New York, Massachusetts, Vermont, New Hampshire and Maine and seven-day banking at more than 140 convenient Stop & Shop locations in Connecticut and New York. Visit your local Peoples United Bank at Stratford, CT and talk to one of our financial experts today!
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Canoga Wealth Management, LLC photos
Canoga Wealth Management, LLC, Chester
Chester / Connecticut / United States
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As a provider of life-long financial advice to successful families and corporations, our hallmark is to build lasting relationships based on expert counsel and service that exceeds expectations. With our experience at your side, you can confidently work with Canoga Wealth Management, LLC to outline your future. The quality of our work and our unwavering commitment to exacting and ethical standards guides all our decisions and practices. We deeply value confidentiality respect for our clients other advisors, and integrity in all our interactions.
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Peoples United Bank photos
Peoples United Bank, Berlin
Berlin / Connecticut / United States
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Founded in 1842, our business has been built upon our ability to exceed your expectations. As a premier, community-based, regional bank, we tailor our checking, savings, mobile banking, small business, commercial and wealth management products and services to address your financial needs and those of your family. Our employees provide an extraordinary customer experience through a network of over 400 branches in Connecticut, New York, Massachusetts, Vermont, New Hampshire and Maine and seven-day banking at more than 140 convenient Stop & Shop locations in Connecticut and New York. Visit your local Peoples United Bank at Berlin, CT and talk to one of our financial experts today!
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Al Baran - Ameriprise Financial Services, Inc. photos
Al Baran - Ameriprise Financial Services, Inc., Stratford
Stratford / Connecticut / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Thomas P Collins Jr - Ameriprise Financial Services, Inc. photos
Thomas P Collins Jr - Ameriprise Financial Services, Inc., Stratford
Stratford / Connecticut / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edward Jones - Financial Advisor: Eric R Judge photos
Edward Jones - Financial Advisor: Eric R Judge, Glastonbury
Glastonbury / Connecticut / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Peoples United Bank photos
Peoples United Bank, Waterbury
Waterbury / Connecticut / United States
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Founded in 1842, our business has been built upon our ability to exceed your expectations. As a premier, community-based, regional bank, we tailor our checking, savings, mobile banking, small business, commercial and wealth management products and services to address your financial needs and those of your family. Our employees provide an extraordinary customer experience through a network of over 400 branches in Connecticut, New York, Massachusetts, Vermont, New Hampshire and Maine and seven-day banking at more than 140 convenient Stop & Shop locations in Connecticut and New York. Visit your local Peoples United Bank at Waterbury, CT and talk to one of our financial experts today!
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Peter Velcofsky - Ameriprise Financial Services, Inc. photos
Peter Velcofsky - Ameriprise Financial Services, Inc., Stratford
Stratford / Connecticut / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edward Jones - Financial Advisor: Jerry Ferrentino photos
Edward Jones - Financial Advisor: Jerry Ferrentino, Somers
Somers / Connecticut / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: David R Cikatz photos
Edward Jones - Financial Advisor: David R Cikatz, East Lyme
East Lyme / Connecticut / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Cowen Tax Advisory Group photos
Cowen Tax Advisory Group, West Hartford
West Hartford / Connecticut / United States
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Tax and Retirement Advisors - Hartford, CT
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Daniel Freddino - Ameriprise Financial Services, Inc. photos
Daniel Freddino - Ameriprise Financial Services, Inc., Stratford
Stratford / Connecticut / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Detail
Peoples United Bank photos
Peoples United Bank, Stratford
Stratford / Connecticut / United States
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Founded in 1842, our business has been built upon our ability to exceed your expectations. As a premier, community-based, regional bank, we tailor our checking, savings, mobile banking, small business, commercial and wealth management products and services to address your financial needs and those of your family. Our employees provide an extraordinary customer experience through a network of over 400 branches in Connecticut, New York, Massachusetts, Vermont, New Hampshire and Maine and seven-day banking at more than 140 convenient Stop & Shop locations in Connecticut and New York. Visit your local Peoples United Bank at Stratford, CT and talk to one of our financial experts today!
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Charles Bailey & Assoc photos
Charles Bailey & Assoc, Rocky Hill
Rocky Hill / Connecticut / United States
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Bailey & Associates offers accounting and financial planning services. These include tax preparation, estate planning and Quickbooks. The company also provides cash flow review and disability insurance options.

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Edward Jones - Financial Advisor: Helen S Curtin photos
Edward Jones - Financial Advisor: Helen S Curtin, Brookfield
Brookfield / Connecticut / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: John Evans photos
Edward Jones - Financial Advisor: John Evans, Canton
Canton / Connecticut / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: Beth L Duffy photos
Edward Jones - Financial Advisor: Beth L Duffy, Canton
Canton / Connecticut / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: Mark I Wolverton photos
Edward Jones - Financial Advisor: Mark I Wolverton, Vernon Rockville
Vernon Rockville / Connecticut / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Ted Davis - Ameriprise Financial Services, Inc. photos
Ted Davis - Ameriprise Financial Services, Inc., Stratford
Stratford / Connecticut / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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