Financial Advisors in Windsor, Connecticut (Hartford County)

Thomas Arconti, CFP
Please Note: This advisor is not accepting new clients at this time. Arconti Financial Advisors (AFA) is an independent fee-only financial planning and investment management firm. As a member of the Garrett Planning Network, we offer hourly financial planning and advisory services without the constraints of minimum fees or asset requirements. We can prepare a complete financial plan or simply address an issue or two depending on your needs. We encourage clients to seek as much or as little help as they desire at any particular time. This makes our practice particularly well-suited to clients seeking a "check-up" or second opinion on their finances. We can help you prepare for your retirement, fund your children's education, manage and protect your resources, select your investments and realize your life goals. Or we can provide you with comprehensive financial management, which includes the plan development, the plan implementation, and ongoing investment management.
While we encourage and appreciate long term relationships with our clients, we do not 'take over" your assets or require an ongoing commitment - you decide the level of service at all times. For more information on the firm please visit our website.
Thank you for your interest in Arconti Financial Advisors.... See More

R. Allen Purkiss, CFP
Purkiss Capital Advisors, LLC specializes in helping people who are either retired or are thinking about retirement. With over 25 years experience in the markets, PCA uses a conservative, long term approach, focusing on absolute returns rather than relative performance.... See More

Granite Hill Capital helps busy professionals manage life savings to fund their retirement and goals. An independent financial planning and investment practice, we focus on: (1) creating investment plans that clearly integrate your resources with your goals, (2) tax efficient investing so you retain more of your income, and (3) delivering advice and ongoing management with the best interests of you, the client, in mind. As a fee-only advisor, we are free to choose solutions without commissions, hidden fees, or other conflicts.... See More

R. Michael Terry, BA, CFP, MBA
Merit Financial Partners, LLC is an independent, fee only financial planning and investment advisory firm with locations in New York and Connecticut.

We specialize in helping couples and individuals navigate financial decisions throughout life transitions. Whether you are preparing for retirement, negotiating a marriage, blended family or divorce, or adjusting to widowhood, we are with you every step of the way.

We offer comprehensive financial planning, investment management and tax planning services. Specialties include: asset allocation and portfolio design,investment management and advisory, tax planning, insurance and estate planning, retirement planning, divorce financial planning and college financial planning. ... See More

Brian Shea, BA, CFP, EA
Shea Financial Advisors is an independent, fee-only tax, financial and investment advisor located in New Canaan, CT. I specialize in working with individuals looking for a practical, comprehensive approach to investment, tax and financial planning.
My open retainer plan is designed to transform your present financial situation - based on your goals, needs and future requirements - into a detailed, practical and usable action plan. Recommendations will aim to maximize your financial results and help achieve your goals by integrating tax, investment, financial, business and estate matters in an efficient manner. My aim is simple - to become your advisor and to help your needs, goals and objectives become a financial reality.... See More

Loretta Nolan, AEP, CFP
Loretta Nolan Associates LLC is a fee-only wealth management firm based in Old Greenwich, Connecticut. We provide comprehensive financial planning services, as well as investment management and family office services. Loretta works with senior executives and their families, as well as those who have been recently widowed or divorced. Loretta is a Certified Financial Planner (TM) and an Accredited Estate Planner.... See More

It’s rare to find a team like ours. Our experienced professionals have been assembled to offer you the depth of resources, expertise and commitment needed to actively manage and preserve your wealth. We take into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans we implement. In our experience, the best way to develop a financial plan is by getting to know you, your lifestyle, your values and your goals, so that your financial plan is just that – uniquely yours.

We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones; new job, new family, new home, retirement, suddenly single, etc. We are prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. Our business is serving you and managing your finances in a way that makes you feel confident about your financial future.

We pay attention to the details and design financial plans tailored to each individual client. And we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your financial and personal milestones. We believe prudently managed wealth serves as a means to get you where you want to go, and we’re committed to delivering our best advice to help you get there.... See More