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Financial Advisors in Milford, Connecticut (New Haven County)

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
Saugatuck Financial
16 miles from Milford, CT

Saugatuck Financial is an award winning, comprehensive financial advisory practice in Westport, CT. We specialize in comprehensive financial planning including, retirement, risk and insurance planning, investment management, tax-efficient planning, ... See More

Highlights: As-Needed Financial Planning, Personalized Investment Management And Advice, Investment Advice, Business Owners, Retirement Solutions & Planning, Financial Life Planning, Roth IRA, Financial Planning For Women, Financial Advisor, Goal Planning, Retirement Planning Advice And Services, Portfolio Management, Investment Planning, Inter-generational Wealth Planning, Trustee Services, CFP®, Experienced, Investments, Retirement Planning & Investing, Cash Management & Budgeting
Merit Financial Partners, LLC
16 miles from Milford, CT

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 financi... See More

M.J. Petretto
18 miles from Milford, 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
Real Financial Planning, LLC
20 miles from Milford, 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

Arendholz Bryan & Associates, PC
22 miles from Milford, 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
Shea Financial Advisors
23 miles from Milford, CT

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 a... See More

Purkiss Capital Advisors, LLC
23 miles from Milford, CT

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... See More

Arconti Financial Advisors, LLC
24 miles from Milford, CT

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 o... See More

Granite Hill Capital Management, LLC
25 miles from Milford, CT

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 yo... See More

Highlights: Financial Planner, ETFs, Alternative Assets, Investment Consulting, Investment Management, Mutual Funds, Investment Planning, 401k Rollover, Financial Planning, Registered Investment Advisor, Individual Bonds, Fee-Only, Passive Investment Strategies, Independent Investment Advisor, Social Security Planning, Investment Review And Planning., MBA, Investment Policy Statements, Roth IRA Conversion, Tax Planning
Prosperity Financial Services Group
27 miles from Milford, CT

Prosperity, the only financial planning firm owned entirely by women in the state of Connecticut, has been in business since 2005 and focuses on full service financial planning for individuals, their families and the companies they work for. Services... See More

Highlights: Disability Income & Long Term Care Insurance, Women's Issues, Retirement Distribution Plan, Professional Wealth Management, Retirement Planning, Mutual Funds, Corporate Bonds, Legacy Planning, Fee-Only, Investment Services, Socially Responsible Investments, Income Tax Planning, Estate Planning, Certified Financial Planner, College Planning, Asset Protection, Comprehensive Financial Planning, Family Financial Planning, IRA, 401K Consulting

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
Loretta Nolan Associates LLC
29 miles from Milford, CT

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. Lorett... See More

Lifestyle Financial Strategies, LLC
31 miles from Milford, 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

Kane Financial Planning, LLC
41 miles from Milford, 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

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