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Financial Advisors in East Haven, Connecticut (New Haven County)

M.J. Petretto
8 miles from East Haven, 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
10 miles from East Haven, CT
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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, Cryptocurrency, Investment Management, Charitable Planning, Crypto, Independent Investment Advisor, College Planning, IRA
Real Financial Planning, LLC
10 miles from East Haven, CT
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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
14 miles from East Haven, CT
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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
Lifestyle Financial Strategies, LLC
21 miles from East Haven, CT
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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

Merit Financial Partners, LLC
26 miles from East Haven, CT
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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

Arconti Financial Advisors, LLC
31 miles from East Haven, CT
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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

Purkiss Capital Advisors, LLC
32 miles from East Haven, 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

Somnio Financial Group, LLC
33 miles from East Haven, CT
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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

Advanced Capital Advisors, LLC
33 miles from East Haven, 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
Briggs Wealth Management, Inc.
33 miles from East Haven, 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

Shea Financial Advisors
34 miles from East Haven, CT
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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

Granite Hill Capital Management, LLC
34 miles from East Haven, CT
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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
More For Less Financial Solutions, L.L.C.
34 miles from East Haven, CT

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

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