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74 Financial Planners in Connecticut
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James S. Cruice, Jr.

CFP®, ChFC, CLU

Chief Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Cruice Financial Planning

17 Kensett Ln
Darien, CT 06820
+ 1 More Address

Cruice Financial Planning

55 Greens Farms Rd
Westport, CT 06880
(203) 221-0202

Robert P. Kreitler

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Kreitler Financial LLC

265 Church Street, Suite 801
New Haven, CT 06510
(203) 867-4396

Lili A. Vasileff

CFP®, MAFF, CDFA

Owner and President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Arbitration & Mediation, 401(k...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Wealth Protection Management

777 West Putnam Avenue, Suite 300
Greenwich, CT 06830
(203) 622-4911
CONNECT WITH Lili
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John W. Durkin

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Estate...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

57 North St, Ste 207
Danbury, CT 06810-5627
(203) 797-1003

Michael P. DeVivo

CFP®

Private Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

De Vivo Financial Group, A Financial Advisory Practice of Ameriprise

6580 Main St., Suite 102
Stratford, CT 06614
+ 1 More Address

De Vivo Financial Group, A Financial Advisory Practice of Ameriprise

1 Kimberly Dr
Huntington, CT 06484
(203) 381-1014

Sharon G. Kaplove

CFP®, CRPC, RICP

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Ameriprise Financial Services, LLC

2777 Summer St, Suite 704
Stamford, CT 06905
(203) 968-1151

R. Michael Parry

CFP®, CSA

Investment Advisor

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Asset Allocation,...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Liberty Wealth Advisors

707 Summer St, 4th Floor
Stamford, CT 06901
(203) 253-5772

Jeffrey R. Russek

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Investment Management,...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Russek Financial Services

565 Washington Ave
North Haven, CT 06473
(203) 985-8277

Wayne L. Locke

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Prospect Hill Advisors

39 Fox Ridge Drive
New Milford, CT 06776
(203) 903-9723

Geoffrey I. Kanner

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Mutual Funds,...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Kanner Financial Services LLC

116 Washington Avenue, Third Floor
North Haven, CT 06473
(203) 239-5370

Thomas P. Morrone

CFP®, CPA

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

U.S. Wealth Management

5 Saint John St
North Haven, CT 06473
(203) 239-1099

Lisa A. Cerbone-Montalto

CFP®, CRPC®, CIMA®

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Buying a Home, Charitable ...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Merrill Lynch

63 Copps Hill Rd Merrill Lynch
Ridgefield, CT 06877
(203) 894-7852

Mark J. Steffen

CFP®

Specialties:

Financial Advisor serving Connecticut and the surrounding communities.

Sightlinewa.com

495 Goldstar Highway, Suite 100
Groton, CT 06340-6229
(860) 448-0611

Ronald E. Williams, Jr.

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Connecticut and the surrounding communities.

Empower Financial Advisory

655 Winding Brook Drive
Glastonbury, CT 06033
(860) 494-2600

Rudolf J. Weiss

CFP®, CLTC

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Moneco Advisors

Moneco Advisors, 2150 Post Road
Fairfield, CT 06824
+ 1 More Address

Moneco Advisors

27 Shorefront Park
Norwalk, CT 06854
(203) 319-3550

Stephen P. Nitz

CFP®

Vice President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Financial Advisor serving Connecticut and the surrounding communities.

Fairfield County Financial Services

438 Bucks Hill Rd
Southbury, CT 06488
(203) 648-0541

Christopher L. Fry

CFP®, ChFC, CRPC

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Employee...More

Financial Advisor serving Connecticut and the surrounding communities.

Ameriprise Financial Services, LLC

100 Queen St
Southington, CT 06489
(860) 621-5657x45

Charles F. Kreitler

CFP®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Financial Advisor serving Connecticut and the surrounding communities.

Kreitler Financial

265 Church St, Suite 801
New Haven, CT 06510
(203) 867-4396

Melanie E. Kregling

CFP®

First Vice President, Wealth Management

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management,...More

Financial Advisor serving Connecticut and the surrounding communities.

Janney Montgomery Scott LLC.

321 Whitney Ave.
New Haven, CT 06511
(866) 580-2853
+1 More Number
(203) 784-3082

Christopher W. Beale

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

New England Capital Financial Advisors, LLC

79 Main St
Meriden, CT 06451-5118
(203) 935-0265

Lise Robinson

CFP®, CDFA®

Managing Partner, Senior Wealth Advisor

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Financial Advisor serving Connecticut and the surrounding communities.

TrinityPoint Wealth

612 Wheelers Farms Rd
Milford, CT 06461
(203) 693-8525
CONNECT WITH Lise
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Laura Sundquist

CFP®, CPA

Specialties:

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

WP Financial, LLC

39 Pioneer Dr
New Hartford, CT 06057
(860) 658-0443

Kristina W. Oswald

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Connecticut and the surrounding communities.

Planning Partners

PO Box 365
Collinsville, CT 06022
(860) 693-9916

Vern C. Hayden

CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Financial Advisor serving Connecticut and the surrounding communities.

The Center for Retirement and Investment Planning LLC

55 Greens Farms Road
Westport, CT 06880
(203) 557-5551

Caroline Wetzel

CFP®

Vice President, Private Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving Connecticut and the surrounding communities.

Procyon Partners

One Corporate Drive, Suite 225
Shelton, CT 06484
(475) 232-2713
CONNECT WITH Caroline
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Alexander R. Monte

CFP®

Certified Financial Planner™

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Monte Financial Group LLC

30 Long Hill Rd
Guilford, CT 06437
(203) 453-6851
+1 More Number
(203) 453-6851
CONNECT WITH Alexander
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Marisa ROTHSTEIN

CFP®, JD

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Connecticut and the surrounding communities.

Siena Private Wealth, a member of Advisory Services Network, LLC

80 West Avon Road
Avon, CT 06001
+ 1 More Address

Siena Private Wealth, a member of Advisory Services Network, LLC

5 Chatham St.
Kinderhook, NY 12106
(860) 539-4421
CONNECT WITH Marisa
  • linkedin link

Allison Becker

CFP®

Specialties:

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Ameriprise Financial Services, LLC.

835 Straits Tpke, Ste A
Middlebury, CT 06762-2867
(800) 895-6625

John H. Driscoll, Jr.

CFP®, J.D., LL.M.

Senior Vice President

Specialties: Budget & Debt Management, Attending College, Comprehensive Financial Planning, 401(k)/403...More

Commission and Fee Financial Advisor serving Connecticut and the surrounding communities.

Webster Private Bank

City Place II, 185 Asylum St, 5th Flr
Hartford, CT 06103
(860) 692-1340