Financial Planners in Connecticut - ViewLocate

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Santander Bank - CLOSED photos

Santander Bank - CLOSED, Enfield

Enfield / Connecticut / United States

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This Enfield branch of Santander Bank is here to help serve your financial needs. With checking accounts, money market savings accounts, auto loans, personal loans, online banking, mortgages, and business banking – as well as a full suite of other banking products and services – Santander Bank’s network of 9,800 colleagues is here to help you and your business. With more than 650 branches and more than 2,000 Santander ATMs across the Northeast, including many CVS/pharmacy® locations. Member FDIC. Equal Housing Lender.

Edward Jones - Financial Advisor: Tricia Rapacki photos

Edward Jones - Financial Advisor: Tricia Rapacki, East Windsor

East Windsor / 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.

Joseph Irizarry - Ameriprise Financial Services, Inc. photos

Joseph Irizarry - Ameriprise Financial Services, Inc., Oxford

Oxford / 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.

Burzenski & Company, PC photos

Burzenski & Company, PC, East Haven

East Haven / Connecticut / United States

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Burzenski & Company, founded in 1983, is a certified public accounting firm. The company provides a wide variety of customized services, including accounting, auditing and business and tax planning. It serves various industries, such as construction, veterinary practices and financial practice management firms. The company has been serving closely-held businesses in these industries for more than 20 years. Burzenski & Company also offers a wide range of technology consulting services to its clients, including hardware and software selection, installation and training and troubleshooting consultation. The company is headquartered in East Haven, Conn.

Nancy S Daoud - Ameriprise Financial Services, Inc. photos

Nancy S Daoud - Ameriprise Financial Services, Inc., Oxford

Oxford / 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.

R. Miller & Associates - Ameriprise Financial Services, Inc. photos

R. Miller & Associates - Ameriprise Financial Services, Inc., Shelton

Shelton / 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 we care and take the time to understand whats truly important to you. We 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 us. Over time, well work together to help you achieve what matters most. Let us 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.

Peoples United Bank photos

Peoples United Bank, Hamden

Hamden / 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 Hamden, CT and talk to one of our financial experts today!

Tonsha Marketing Agency photos

Tonsha Marketing Agency, South Windsor

South Windsor / Connecticut / United States

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Tonsha Marketing Agency is a full-service marketing, printing and design firm. Our innovative staff develops strategic marketing campaigns to better brand your business and build awareness of your products and services.

R. Christopher Damon-Financial Advisor,CFP,CRPC,AWMA,AAMS photos

R. Christopher Damon-Financial Advisor,CFP,CRPC,AWMA,AAMS, Old Saybrook

Old Saybrook / Connecticut / United States

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Ameriprise Financial-R. Christopher Damon-Financial Advisor, CFP, CRPC, AWMA, AAMS Provides Financial Planning, Retirement Income Planning, College planning to the Old Saybrook, CT Area.

Peter Razzino - Ameriprise Financial Services, Inc. photos

Peter Razzino - Ameriprise Financial Services, Inc., Shelton

Shelton / 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.

Connect Financial Group, LLC photos

Connect Financial Group, LLC, Windsor Locks

Windsor Locks / Connecticut / United States

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Connect Financial Group, LLC. is a boutique wealth management firm that combines a tailored wealth management approach with a foundation of insurance in order to minimize risk. We focus on delivering financial wellness and retirement readiness strategies. Our goal is to connect the pieces of your financial puzzle to give you confidence. Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Citizens Bank photos

Citizens Bank, Orange

Orange / Connecticut / United States

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At Citizens Bank, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or any other question about money, don’t keep it to yourself. Ask a Citizen. We have approximately 1,150 Citizens Bank branches in 11 states and approximately 3,300 ATMs. In addition, our customers stay connected with us 24/7 online, through our award-winning mobile app and via our round-the-clock customer contact center. Member FDIC. Equal Housing Lender.

David Berube - Ameriprise Financial Services, Inc. photos

David Berube - Ameriprise Financial Services, Inc., Suffield

Suffield / 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.

Kate Daly Rietberg - Ameriprise Financial Services, Inc. photos

Kate Daly Rietberg - Ameriprise Financial Services, Inc., Suffield

Suffield / Connecticut / United States

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Women face different financial considerations, you may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. I use our exclusive Confident Retirement approach to help my clients feel more confident about their, and their loved ones, financial future. I am personally invested in helping them plan for and enjoy the full and rich lives theyve earned. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Carter Hayes & Associates Pc photos

Carter Hayes & Associates Pc, Hamden

Hamden / Connecticut / United States

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**Our CPAs, Nancy D. Hayes, CPA, David A. Scaramozza, CPA, Amy K. Wild, CPA, Carter, Hayes + Associates, P.C. are committed to providing high quality service at a fair price to small and medium sized organizations. Personalized communication with directors and management enhances the quality of our services. Timely service with an emphasis on prospective planning and efficiency is the hallmark of our firm. The information explosion, from the expanding tax code to more complex financial reporting requirements, has made life challenging. Today's environment also forces managers to locate competent advisors. We provide managers with a clear alternative to the limited capabilities of a sole practitioner and to the sometimes impersonal large firms. In addition to providing traditional accounting services; such as, audits, reviews and compilations of financial statements, we initiate planning for the future. We help our clients control costs, taxes and profitability.

Bolton Financial, LLC photos

Bolton Financial, LLC, Windsor

Windsor / Connecticut / United States

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At Bolton Financial LLC, we sincerely believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities. In fact, that’s one of the reasons Araba Bolton created this firm. Depending on your needs, we can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you’re wondering about qualifications, you may find it reassuring to know that my team and I have many years of experience in the insurance and financial services industry. So if you’re looking for someone whos ready to put their expertise and experience to work for you, please let us.

Opus: Advice First - Ameriprise Financial Services, Inc. photos

Opus: Advice First - Ameriprise Financial Services, Inc., Oxford

Oxford / Connecticut / United States

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The advisor listed is an Ameriprise financial advisor in Oxford. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. We help our clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident RetirementÂ® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Were here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.

Citizens Bank photos

Citizens Bank, North Haven

North Haven / Connecticut / United States

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At Citizens Bank, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or any other question about money, don’t keep it to yourself. Ask a Citizen. We have approximately 1,150 Citizens Bank branches in 11 states and approximately 3,300 ATMs. In addition, our customers stay connected with us 24/7 online, through our award-winning mobile app and via our round-the-clock customer contact center. Member FDIC. Equal Housing Lender.

Strategic Financial photos

Strategic Financial, South Windsor

South Windsor / Connecticut / United States

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Financial planning services. Our service department can tailor a program to meet your needs in areas such as payroll processing and bookkeeping at your site or ours. We can assist you with concerns of payroll compliance and choosing the appropriate technology for your organization.

Peoples United Bank photos

Peoples United Bank, Unionville

Unionville / 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 Unionville, CT and talk to one of our financial experts today!