Lansdowne Wealth Management, LLC is an independent, fee-only, fiduciary financial planner in Mystic, Connecticut that offers financial strategies backed by education, knowledge, and experience. Our clients depend on us to provide personalized, thoughtful service and investment advice. As a fee-only registered investment advisor (RIA), we present yoSee More...
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 portfolios designed to reward investors based on factors that historically drive return. Offices in West HSee More...
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 sSee More...
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 aSee 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 yoSee More...
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
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
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
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
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
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
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
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
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
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 wSee More...
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...
Customized asset management solutions, portfolio tracking and rebalancing across all asset accounts.
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