Featured Business Financial Advisor in Wethersfield, CT
Wethersfield Financial Advisors
Johnson Brunetti
100 Great Meadow Road Suite 502
Wethersfield, CT 06109
(860) 372-4800
“Retirement and Investment Specialists”
Advisor Profile
Ken Tumolo, CFP
Name:  Ken Tumolo, CFP
Phone Number:  (860) 372-4800
Website:  Visit Website
Disclaimer
Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.

About Johnson Brunetti

Johnson Brunetti is a leading independent Retirement and
Investment Specialty firm with offices located throughout
Connecticut and Massachusettes. Our firm was started in 2003
and was built based on the foundations of integrity,
trustworthiness and creating confidence in our clients as they
approach their retirement years.

Johnson Brunetti has helped more than 3,000 New England
families reduce unnecessary income, social security and estate
taxes. The advisors at Johnson Brunetti know their best
clients are individuals that appreciate personalized service
and support and value the firm?s financial investment
strategies which are based on preservation of principal, a
reasonable rate of return and keeping things simple.

We offer complete services to address all of our client's
financial priorities:

Retirement Planning
Estate Planning
Asset Management
401K Guidance
Wealth Protection
Long-Term Care Insurance Options

Our Locations:

Wethersfield, CT
100 Great Meadow Road Suite 502
Wethersfield, CT 06109


Fairfield, CT
501 Kings Highway East Suite 107
Fairfield, CT 06825

Newtown, CT
27 Glen Road Suite 300
Newtown, CT 06482

Cheshire, CT
515 Highland Avenue
Cheshire, CT 06410

Avon, CT
20 Avon Meadow Lane Building 20, Suite 220
Avon, CT 06001

Old Saybrook, CT
745 Boston Post Road
Old Saybrook, CT 06475

Newton, MA
233 Needham Street Suite 300
Newton, MA 02464
 

General Information

CRD#:    6219688
Firm CRD#:    171168
SEC File#:    801-79713
Insurance License#:    CT - 2440365, MA-1956588, NH-2326915, OH - 1085675
States Licensed in:    RIA Only
Registered as an IAR in CT and MA
Firm is notice filed in:
CT,FL,MA,ME,NC,NH,NY,PA,SC,TX,VA
States Willing to do Business in:    all of Connecticut and Massachusettes
Years of Experience in Financial Services:    5
Number of Years with Current Firm:    5
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Annuity, Health, Life, Long Term Care
Financial Organization Memberships:    Financial Planning Association (FPA)
 
 
 
Prepared By: Ken Tumolo, CFP

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