Financial Advisors in Connecticut

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 honesty, reliability and community service along with the scope and depth of our resources earns us top grades from our clients and continuous industry awards from our peers.... See More

Customized asset management solutions, portfolio tracking and rebalancing across all asset accounts.

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 Rollovers, Stock options and pension distributions.... See More

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 all of the life cycle events that you may face. These events include retirement planning, college planning, estate and succession planning. These solutions include comprehensive wealth management services for clients with investable assets in excess of $1,000,000.
... 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

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

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 financial planner and the client.... See More