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Financial Planners in Connecticut

Valley Financial Group, LLC photos
Valley Financial Group, LLC, Avon
Avon / Connecticut / United States
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Valley Financial Group is a full service financial consultancy firm which is licensed to operate in all 50 states as well as internationally. Services include portfolio management, investment planning, financial analysis for divorce, funeral trust, 401(k) and SEP plans. Additionally, there is a Veterans Benefits division which provides information to veterans regarding the "aid and attendance" veterans affairs benefit. Insurance services include Medicare Advantage and Advantage Plus Indemnity Insurance. The firm has more than 180 years of combined experience in financial consultancy.

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Kim Bechtold - Ameriprise Financial Services, Inc. photos
Kim Bechtold - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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The advisor listed is an Ameriprise financial advisor inWestport. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients.
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Edelman Financial Engines photos
Edelman Financial Engines, Farmington
Farmington / Connecticut / United States
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Talk with an experienced financial planner to help you create a financial plan that will help you reach your goals. Whether it’s retirement planning or managing your investments, we can help. We serve clients in Greater Hartford and the surrounding areas.
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Betsy Udal - Ameriprise Financial Services, Inc. photos
Betsy Udal - Ameriprise Financial Services, Inc., Farmington
Farmington / 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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PeoplesBank photos
PeoplesBank, East Granby
East Granby / Connecticut / United States
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We’re more than just a bank. We’re a neighbor in the Connecticut communities we serve, providing outstanding customer service and valuable financial products.
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Edward Pardon - Ameriprise Financial Services, Inc. photos
Edward Pardon - Ameriprise Financial Services, Inc., Westport
Westport / 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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Kevin A Tucker - Ameriprise Financial Services, Inc. photos
Kevin A Tucker - Ameriprise Financial Services, Inc., Westport
Westport / 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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Karen Goersch - Ameriprise Financial Services, Inc. photos
Karen Goersch - Ameriprise Financial Services, Inc., Westport
Westport / 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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Peoples United Bank photos
Peoples United Bank, New Canaan
New Canaan / 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 New Canaan, CT and talk to one of our financial experts today!
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Norman Cotteleer - Ameriprise Financial Services, Inc. photos
Norman Cotteleer - Ameriprise Financial Services, Inc., Hartford
Hartford / 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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Jason Warnke - Ameriprise Financial Services, Inc. photos
Jason Warnke - Ameriprise Financial Services, Inc., Farmington
Farmington / 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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Henry Cormier - Ameriprise Financial Services, Inc. photos
Henry Cormier - Ameriprise Financial Services, Inc., Farmington
Farmington / Connecticut / United States
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The advisor listed is an Ameriprise financial advisor in Farmington. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® 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.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
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Peoples United Bank photos
Peoples United Bank, Farmington
Farmington / 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 Farmington, CT and talk to one of our financial experts today!
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Tate Wingate - Ameriprise Financial Services, Inc. photos
Tate Wingate - Ameriprise Financial Services, Inc., Westport
Westport / 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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Citizens Bank photos
Citizens Bank, Hartford
Hartford / 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.
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Peoples United Bank photos
Peoples United Bank, West Hartford
West Hartford / 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 West Hartford, CT and talk to one of our financial experts today!
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RGB Financial photos
RGB Financial, Farmington
Farmington / Connecticut / United States
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This financial consulting firm offers financial planning, market research investment advice and related services. In addition, LPL Financial provides consultancy services to financial institutions. Business clients can receive marketing assistance, product management and more.

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Paul Scileppi - Ameriprise Financial Services, Inc. photos
Paul Scileppi - Ameriprise Financial Services, Inc., Farmington
Farmington / 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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John Nelson - Ameriprise Financial Services, Inc. photos
John Nelson - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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The advisor listed is an Ameriprise financial advisor in Westport. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® 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.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
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Edward Jones - Financial Advisor: Alex Grantcharov photos
Edward Jones - Financial Advisor: Alex Grantcharov, New Canaan
New Canaan / 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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