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Financial Advisors in Windsor, Connecticut (Hartford County)

WEALTHSHAPE
Windsor, CT

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 portfo... See More

Highlights: Retirement Planning, Fee-Only, Investment Services, Advisory And Investment Management, IRA, Fee Only, Fiduciary, Retirement Distribution Plan, Comprehensive Financial Planning, Wealth Management, MBA, Financial Planning Advice And Services, Retirement Income Planning, Family Financial Planning, Financial Planning, Registered Investment Advisor, CFP ®, NAPFA Member, Independent Investment Advisor, Rollover Of 401k Or IRA

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

Pinnacle Investment Management Inc.
8 miles from Windsor, CT

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

Sage Financial Design, Inc.
8 miles from Windsor, CT

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

Retirement Investor
9 miles from Windsor, CT

Business Address: 703 Hebron Ave., Glastonbury, Connecticut, 06033, United States
www.RetirementInvestor.com makes it possible for investors to earn more for retirement by eliminating fees and offering asset allocation models made up of low-cost exc... See More

Highlights: Best Retirement Investments, Retirement Investing, Investing For Retirement, DIY Investing, ETFs, Asset Allocation Models, Retirement Planning, Asset Classes, Retirement Asset Allocation, Exchange Traded Funds
Somnio Financial Group, LLC
11 miles from Windsor, CT

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

Kane Financial Planning, LLC
11 miles from Windsor, CT

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

Briggs Wealth Management, Inc.
11 miles from Windsor, CT

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

Advanced Capital Advisors, LLC
11 miles from Windsor, CT

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

Highlights: Mutual Funds, Investment Policy Statements, College Planning, 401K Consulting, Investment Consulting, Investment Services, Income Tax Planning, 403B Plans, Disability Income & Long Term Care Insurance, Business Planning, NAPFA Member, Retirement Distribution Plan, Certified Financial Planner, Divorce Planning, CPA, Asset Protection, CFP ®, Socially Responsible Investments, Corporate Bonds, Comprehensive Financial Planning
Lifestyle Financial Strategies, LLC
21 miles from Windsor, CT

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

Arendholz Bryan & Associates, PC
26 miles from Windsor, CT

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 a... See More

Highlights: Young Investors, Income Tax Planning, Retirement Distribution Plan, Charitable Planning, Education Planning- Fee-Only, Debt Management, 401K Consulting, Pension Plan Design & Management, Comprehensive Financial Planning, fee Based, Disability Income & Long Term Care Insurance, Education Planning, Trustee Services, MBA, Business Planning, Asset Protection, Accredited Business Valuation, Wealth Management, Retirement Planning, Rollover Of 401k Or IRA

Customized asset management solutions, portfolio tracking and rebalancing across all asset accounts.

Highlights: Trustee Services, Professional Wealth Management, Fee Only, Special Needs Planning, Investment Services, Independent Investment Advisor, Fiduciary
Real Financial Planning, LLC
35 miles from Windsor, CT

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

M.J. Petretto
38 miles from Windsor, CT

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

Highlights: IRA, Estate Planning, Investment Consulting, Wealth Management, Retirement Distribution Plan, Annuities & Life Insurance, Socially Responsible Investments, Comprehensive Financial Planning, Professional Wealth Management, Young Investors, College Planning, Certified Financial Planner, Legacy Planning, Middle Income, Family Financial Planning, Business Planning, Charitable Planning, Women's Issues, Investment Services, Investment Policy Statements
Milestone Asset Management Group
49 miles from Windsor, CT

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 s... See More

Highlights: Advisory And Investment Management, Investment Consulting, Debt Management, Asset Protection, Retirement Income Planning, Retirement Distribution Plan, ETFs, Fee Only, Estate Planning, Wealth Management, Professional Wealth Management, Stocks, 401K Consulting, Investment Management, Charitable Planning, Independent Investment Advisor, College Planning, IRA, Fee-Only, Registered Investment Advisor

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