Financial Advisors in Norwich, Connecticut (New London County)

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

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