WealthShape is a Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research. We combine modernized financial planning from CFP® professionals with scientific portfoSee More...
Martha Kapouch, BA, MBA
We opened and continue to operate our firm (founded in October 1996)out of our home. We believe that sharing our home setting is a natural way to establish to trust relationship that is critical to the relationship between a f ... See More
John Shanley, CFP
Pinnacle Investment Management Inc. provides wealth management services to help families and individuals build and preserve their financial resources. These services may include: Managing globally diversified investment portfolios ... See More
Laura Sundquist, CFP, CPA
Sage Financial Design is a financial planning and investment advisory firm that provides fee-only services. This firm serves individuals, trusts, estates and corporations.Services offered include assistance with college fund ... See More
Robert Roy, CFP, ChFC
We are a fee-only boutique financial planning firm located in Glastonbury, CT. We specialize in personal financial planning for individuals and families with $1 Million or more of investable assets. We utilize an attentive, pro- ... See More
Patricia Kane, CDFA, CFP, MBA
Kane Financial Planning assists clients in navigating the increasingly complex world of personal finance by helping them assess their present financial situation, determine a personalized strategy designed to reflect the ... See More
Mark Briggs, CFP, CPA/PFS
We are a fee only comprehensive financial planning firm located in Glastonbury, Ct. that works with many families such as yours.
Briggs Wealth Management, Inc. has consistently provided high quality advice and planning for ... See More
We provide Fee Only wealth management services which includes Retirement Planning, Budget and Forecasting, Estate Planning, Tax Planning and portfolio construction models.
Specializing in Retirement Scenarios which include 401k, 403b, IRA Rollover ... See More
Clifford Straub, BS, CFP, MBA
Lifestyle Financial Strategies, LLC is a special type of financial advisory firm. We take the guesswork out of smart financial lifestyle decisions by focusing on greater clarity, better control, and higher confidence.
Gr ... See More
We are a full service accounting and financial service firm with offices and Branford and Farmington, Connecticut. We offer a wide array of accounting, taxation, and consulting services to individuals, and small to large businesses. In addition, we aSee More...
Customized asset management solutions, portfolio tracking and rebalancing across all asset accounts.
Sally Kennedy, CFP, EA
Real Financial Planning, LLC is a true fee-only financial advisory firm offering not only investment assistance, but also comprehensive and/or targeted financial planning services specializing in: Retirement planning Tax plann ... See More
We are a woman owned firm and, for more than 18 years, have worked worked with clients in the following areas: 1. Integrated Business Planning; 2. Retirement and Tax Planning; 3. Estate Planning; 4. Integrated Financial Planning. Our core values of See More...
Milestone Asset Management Group is a Fee-Only wealth management firm with over a combined 40 years of financial experience, based in Avon, with an office in Milford, CT, that offers Financial Planning and Wealth Management services with a focus on sSee More...
Lansdowne Wealth Management, LLC is an independent, fee-only, fiduciary financial planner in Mystic, Connecticut that offers financial strategies backed by education, knowledge, and experience. Our clients depend on us to provide personalized, thoughSee More...
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