Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Home

Retirement Planners > Retirement Planners

Connecticut Connecticut

Find Retirement Planners for Retirement Planning in Connecticut

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Connecticut, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Connecticut

Rob Hoynes

Hoynes Financial Group, LLC

1157 Highland Ave
Suite 105

Cheshire, CT 06410

203-271-0222

Robert Tubridy

CT Financial Partners

447 Naubuc Ave
Suite 109

Glastonbury, CT 06033

860-430-9064

Ryan Joelson

Coastal Wealth Management

56 Williams Avenue

Mystic, CT 06355

860-245-0251

Charles Helme

BH Asset Management, LLC

2 Greenwich Office Park West; Third Floor, Suites 1, 1A

Greenwich, CT 06831

203-987-6227

Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355

860-245-5078

Douglas A. Kartsen

DAK Financial Services

11 Wintergreen Ln

860-269-8130

Ed Callahan

Edelman Financial Engines, LLC

74 Batterson Park Road
2nd Floor

Farmington, CT 06032

860-269-4269

Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford, CT 06902

203-714-9900

List of Additional Retirement Planners in Connecticut*

* Additional advisor listing is provided in partnership with Yext

Boundless Financial Solutions - Eric Stroehle

135 Day Street
Suite 1C

Newington, CT 06111
860-229-8409

Allstate Personal Financial Representative: John Patterson

360 E Center St

Manchester, CT 06040
860-647-8118

Century Wealth Partners - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3339

Beat Ryff

500 East Main Street

Branford, CT 06405
203-483-3132

Boundless Financial Solutions

135 Day Street
Suite 1C

Newington, CT 06111
860-229-8409

Anthony Fabrizio

1055 Post Road

Fairfield, CT 06824
203-254-5141

Elizabeth Linderman - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0717

Michael Pici - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8081

BitX Funding

1700 Post Road
Suite B-10

FAIRFIELD, CT 06824
203-763-1430

The JH Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6900

Chad D Lombardi - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2162

Pamela E. Kiernan - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7111

Morgan Stanley Financial Advisors

5 Fort Rachel Place

Mystic, CT 06355
860-536-8118

Matthew A Carrara - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6985

First Suffield Bank | a division of PeoplesBank

1380 Mountain Road

West Suffield, CT 06093
860-668-3958

Brian Jay - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7020

Edward Jones - Financial Advisor: Sandra Larson

28 Market Square

Newington, CT 06111
860-665-0346

The Bassock Wealth Management Team - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1595

Sean Kelley, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1038

The Gottlieb Group - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5161

Charles Olson

1310 Silas Deane Highway

Wethersfield, CT 06109
860-280-2688

Eric Moreira

15 Chesterfield Rd
Ste 1

East Lyme, CT 06333
860-691-3082

Riverview Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

The G & R Group - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
860-275-0700

Steven Greco, CIMA - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1531

William Lewis - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7276

Holly Cao - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4887

Jacob Betteridge

470 Bank St

New London, CT 06320
860-444-4903

Henry Cooperman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3041

Allstate Personal Financial Representative: Theodore Grieder

1880 E Main St

Waterbury, CT 06705
203-757-9009

Thomas Ross - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0848

Pam McGinley - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-861-5712

Allstate Personal Financial Representative: Richard Sklenka

298 S Main St

East Windsor, CT 06088
860-677-4952

NH Investment Management

12 Roosevelt Ave
Mystic Packer Suites, 1st floor

Mystic, CT 06355
860-822-3643

Executive Wealth Consulting Partners - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4649

PeoplesBank

1 Turkey Hills Road

East Granby, CT 06026
860-653-9416

The Neville Group - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
860-275-0777

Philip R Gordon - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0707

Patrick O'Connor

61 Shunpike Rd

Cromwell, CT 06416
860-638-4412

Ashley Noonan

127 Washington Ave

North Haven, CT 06473
203-234-6578

Lisa Abdel-Samed

8 E High St

East Hampton, CT 06424
860-645-1950

Paul Duquette

834 Washington St

Middletown, CT 06457
860-638-4407

Connecticut Capital Managment Group, LLC

2 Schooner Lane
Unit 1-12

Milford, CT 06460
203-877-1520

Jeffrey H. Gaggin - Morgan Stanley Financial Advisor

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4839

McCary Anheuser Wealth Management

15 North Main Street
Suite 100

West Hartford, CT 06107
860-761-1000

Kyle W. Egress - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7144

Nisha B Chisena - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6960

RGB Financial

16 Spring Lane

Farmington, CT 06032
860-678-7350

Kathryn Genovese

1187 Boston Post Rd

Westbrook, CT 06498
860-399-3193

Hyman Glasman

53 Greenwich Ave

Greenwich, CT 06830
203-389-3983

Rob DeWaele - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6040

Howard Financial & Associates

105 Prospect Ave

West Hartford, CT 06106
860-236-4228

Dominick Santoro | LPL Financial

83 Wooster Heights Road
Suite 125

Danbury, CT 06810
203-431-2224

Thomas Fruin - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7145

Compass Rose Strategic Partners LLC

426 Boston Post Road
Suite A

Waterford, CT 06385
860-437-7600

Pillar Plan Financial

345 Highland Avenue
Suite 101

Cheshire, CT 06410
203-237-5696

Alexander Davidson - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4855

Farmingbury Financial Services, LLC

724 Wolcott Road
Suite 5

Wolcott, CT 06716
203-879-1994

Stratos Wealth Partners

8 Wright Street
Suite 107

Westport, CT 06880
203-293-1790

RJS Financial Group

41 Kings Highway Box 3

Gales Ferry, CT 06335
860-464-0433

Spurstone

15 Ensign Drive

Avon, CT 06001
860-264-1111

Stifel | Metcalf, Cole & Masopust Wealth Management Group

465 Heritage Road
Suite 2

Southbury, CT 06488
203-586-4505

Fiscal Dynamics, Inc

314 Farmington Ave

Farmington, CT 06032
860-677-1753

Raymond Wealth Management

360 North Main St
Suite 4

Southington, CT 06489
203-271-9220

Frank Lockwood - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7257

Scranton Financial Group

1921 Boston Post Road
#8

Westbrook, CT 06498
860-399-8202

Optimum Retirement

12 Roosevelt Ave

Mystic, CT 06355
860-980-3168

Gary W Klingner - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0807

Scott Mintz - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4614

Glowka Wealth

122 Main Street
Suite 301

New Britain, CT 06051
860-801-6046

The Mintz Wealth Management Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4614

Kanner Financial Services

116 Washington Ave
3rd Fl.

North Haven, CT 06473
203-239-5370

Connect Financial Group, LLC

30 Suffield Street

Windsor Locks, CT 06096
860-640-0668

Valerie B Dugan - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0779

Cetera Investors - Richard Risley

111 Founders Plaza
Suite 300

East Hartford, CT 06108
860-282-4600

Matt Sykes - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4622

Philip J Quagliariello - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6064

Robert Brody - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1050

Hammond Iles

100 Great Meadow Road
Suite 701

Wethersfield, CT 06109
860-258-2600

Will Canning - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
860-444-9308

Jordan Sullivan

2165 Dixwell Avenue

Hamden, CT 06514
203-288-2932

Karl M Anderson - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3037

Andrew Deck - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5141

Naomi Bourque

119 East Putnam Avenue

Cos Cob, CT 06807
203-861-4042

First Suffield Bank | a division of PeoplesBank

6 National Drive

Windsor Locks, CT 06096
860-627-6773

First Suffield Bank | a division of PeoplesBank

30 Bridge Street

Suffield, CT 06078
860-668-3950

Lewis Kasowitz - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6924

Humphrey & Roccon Wealth Management - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2008

Andrew Armour Bassock - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1595

Andrew Patrick Boone - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3362

Eric Drake - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6071

Bellara & Associates L.L.C.

MERRITT 8 CORPORATE PARK 99 Hawley Lane
Ste.1400

Stratford, CT 06614
203-385-5137

Nobilis Wealth

243 Tresser Boulevard
17th Floor

Stamford, CT 06901
203-355-3641

Theodore Schaaf

117 Boston Post Rd

Waterford, CT 06385
860-440-4291

Edward Kwiatkowski - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6066

James Pelgrift - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3090

Thomas E Hobin

194 Amity Rd

Woodbridge, CT 06525
203-389-3990

Stefano Cacciola

1310 Silas Deane Highway

Wethersfield, CT 06109
860-257-0772

Covenant Wealth Advisers

345 Highland Avenue
Unit 101

Cheshire, CT 06410
203-271-9114

Goosehead Insurance - Benjamin Hoisington

57 Dodge Ave

North Haven, CT 06473
860-724-4168

Alexandre Demetrio - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2003

Christopher Richards - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6097

Erin Candler

40 Quality Street

Trumbull, CT 06611
203-338-7202

Stifel | Spring Wealth Management Group

38 East Main Street

Mystic, CT 06355
860-440-3373

Joseph J Matthews - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5165

The Keelers Ridge Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7025

Joann Keller

850 Main Street

Bridgeport, CT 06604
203-338-7153

Michael J. Bilby - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5185

Stephen Sayegh

500 Shelton Avenue

Huntington, CT 06484
203-926-8356

Neerab Shrestha

360 Bloomfield Ave
Suite 402

Windsor, CT 06095
860-992-5616

David R Adams - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4863

Elma Dunn, CRPC - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3314

Sabrina Angiolillo

1055 Post Road

Fairfield, CT 06824
203-256-4290

ARCH Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4618

Edmund Tuska

3395 Main Street

Stratford, CT 06614
203-338-7206

Waypoint Wealth Planning

290 Harbor Drive
Workpoint Suite

Stamford, CT 06902
203-588-9444

Shiman Partners

15 North Main Street
Suite 100

West Hartford, CT 06107
860-263-3620

Christopher Dursi

143 Federal Road

Brookfield, CT 06804
203-359-6039

George M. Seiler - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5151

Gilbert Garceau - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1016

Peter S. Humphrey - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2008

ProEast Asset Management

225 Oakland Road
Unit 101

South Windsor, CT 06074
860-432-7233

Richard H. Streisfeld - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3001

Daniel Buzzanca

1940 Black Rock Turnpike

Fairfield, CT 06824
203-338-7108

Robert Daly

401 Monroe Turnpike

Monroe, CT 06468
203-261-1232

Brett Cavalieri - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4861

The Panza Wheway Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4060

Carlton Higbie - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4643

Grant Ulrick Stratos Wealth Partners

105A Newtown Road
Suite 5

Danbury, CT 06810
203-617-1501

Christian A Templeman - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4882

Robert Maquat

850 Main Street

Bridgeport, CT 06604
203-661-7397

First Command Financial Advisor - Tim Smith

400 Bayonet St
Suite 306

New London, CT 06320
860-437-1230

Burr Capital Advisors

10 North Main Street
Suite 213

West Hartford, CT 06107
860-678-6260

Cetera Investors - Ken Chase

111 Founders Plaza
Suite 300

East Hartford, CT 06108
860-282-4600

Pennell Wealth Advisors

200 Mountain Road
Suite 2

Farmington, CT 06032
860-674-0603

Steve Lewine - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6035

Matson Financial Advisors, Inc.

4 Mountainview Terrace
Suite 104

Danbury, CT 06810
203-743-0131

Harrison Buxton, CPM?, CTFA - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2034

Boone Macaluso Partners - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3384

Harpin Capital Mgmt., LLC

14 Plains Road

Essex, CT 06426
888-387-1149

Robert Baptist

371 Post Road East

Westport, CT 06880
203-254-5150

John Grayeski

40 Quality Street

Trumbull, CT 06611
203-338-7203

Garett Ceraso

1022 High Ridge Road

Stamford, CT 06905
203-968-2812

Amy Mooney - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4841

Ned Kelly - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5146

Paul Duquette

40 Welles Street

Glastonbury, CT 06033
860-633-2731

Ernest J Asprelli Jr. - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2164

William Curry - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4877

Uptal Parekh

1013 Farmington Avenue

West Hartford, CT 06107
860-280-2999

CT Financial Partners

447 Naubuc Avenue
Suite 110

Glastonbury, CT 06033
860-213-8315

Liberty Wealth Advisors

707 Summer Street
4th Floor

Stamford, CT 06901
203-323-6666

Main Street Financial Group, LLC

777 Echo Lake Road
Suite J

Watertown, CT 06795
860-945-2633

Mario Bartoli

190 Broad Street

Milford, CT 06460
203-876-8438

P.C. Planning & Benefits, Inc.

12 Rocklyn Ct.
Suite 101B

West Simsbury, CT 06092
860-651-1569

The Riven Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1009

Cassandra Marie Ducey, CFP - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2112

Hartford, CT Branch Office - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1500

Morgan Stanley Financial Advisors

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-661-3330

Richard Rohr - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7242

Envision Financial Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1043

Eng Zorena Wealth Consulting Group - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3343

Lawrence B Schiffman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3023

J. Powers Shepard - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6928

Matthew Bragg - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1537

Michael Long - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0757

The Centre Harbour Group - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4681

James Parker, CRPC - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2108

Jean Roccon Rohm, CPM - UBS Financial Services Inc.

UBS Financial Services Inc.
2 Union Plaza

New London, CT 06320
860-437-2006

Denise Manning - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2140

William Andrian

221 Norwich -New London Tpke

Uncasville, CT 06382
860-848-1208

Greco Wealth Management Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4646

Integrated Wealth Management - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8037

First Command Financial Advisor - Bill Eldridge

400 Bayonet St
Suite 306

New London, CT 06320
860-437-1230

John Ryan - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2122

Morgan Stanley Financial Advisors

741 Boston Post Rd

Madison, CT 06443
203-499-4900

Eric Carter - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1073

BAUER WEALTH MANAGEMENT GROUP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1024

Theresa Cavalier

15 South Main St.

West Hartford, CT 06107
203-974-5175

Brian Maitland

856 Cromwell Ave

Rocky Hill, CT 06067
860-257-0738

Charles Weidmuller - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4892

Raymond Panek

318 State Street

Bridgeport, CT 06604
603-334-6735

Manly Church - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2017

Eckert Wealth Management Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1087

Aggie Valenta - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4906

Morgan Stanley Financial Advisors

1229 Post Road

Fairfield, CT 06824
203-319-5140

The Harbor Pilot Group - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-772-3970

The Walz Team - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4939

Brett Coltman - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1040

Kevin Porter, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1017

Robert Cusano - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8028

Corey Seaquist - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4913

Sharon Leigh Alleman, CFP - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4656

Allan Jay - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0844

Hughes/Gorman Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7022

George W. Viebrock Jr - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3009

The Waterline Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-661-3330

David Johnson - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5181

Urso & Rahmeier

35 Cold Spring Road
Suite 312

Rocky Hill, CT 06067
860-563-2727

Morgan Stanley Financial Advisors

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7100

Richard J. Smalley - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4834

John Read

23 Broadway Ave

Mystic, CT 06355
860-572-4767

Susan Sheinhaus - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6948

Morgan Stanley Financial Advisors

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0700

Morgan Stanley Financial Advisors

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6900

Amy Gillis - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1008

Timothy Kelly - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

Allstate Personal Financial Representative: Christopher Sprague

767 Wolcott St

Waterbury, CT 06705
267-218-1965

Robert Patten - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
860-572-2581

Robert Lenihan - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7275

Michael Shannon Stryker - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2045

Kirk Knudsen, CFP - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3315

David Mills - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7285

James A. Crawford, CFP - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2055

The Fairchester Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-661-3330

First Command Financial Advisor - Kelly Gorreck

400 Bayonet St
Suite 306

New London, CT 06320
860-437-1230

Adriatic Wealth Management LLC

14 Betmarlea Rd

Norwalk, CT 06850
646-251-8602

The Kyriakos Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-326-7108

Kurt Tiefenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6065

Bo Zhang - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7016

Allstate Personal Financial Representative: Albert Pignatello

20 Maple Street Ext

Kent, CT 06757
860-927-3399

Fasi Wealth Management - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8006

New London, CT Branch Office - UBS Financial Services Inc.

UBS Financial Services Inc.
2 Union Plaza

New London, CT 06320
860-437-2003

Jonathan Frucce, CFP - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1572

Christopher Dibble - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4860

Georgetown Financial Group Inc.

73 Redding Road

Redding, CT 06896
203-544-9300

The Perry Egress Group - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7149

Leslie Williams - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5163

The Snetro Group - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2115

Marc D Danais - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0751

Steven Rountos - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3039

George Welker III - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3038

Steven W. Sherman - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6009

The Gioffre Group - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3080

Laurie Golden-Jeffrey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4817

Corinne H James - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4673

Richard Jacoby - Morgan Stanley

4 Landmark Square 2nd
3rd Floor

Stamford, CT 06901
203-326-6951

Morgan Stanley Financial Advisors

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-772-3970

Mark Benedict - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
860-572-2564

Dora Sung - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4842

Peter Krzyzek - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7150

Paul D Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0819

Frederick W Booth - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2190

Sally A Ferris - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5174

The Ridgefield Group - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3032

John D Eng - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7100

Long River Wealth Management - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8067

Ginny Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6956

C. Avery Buell - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0725

Eric Peterson - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2133

The Willow Group - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7138

Anders J. Hurst - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7042

New England Payroll Services,LLC

3190 Whitney Avenue
Building 8

Hamden, CT 06518
203-287-5427

Peter E Bergendahl - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
860-444-9302

Abby Wolman McElroy, CFP® - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6060

Maria Laviola - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2129

The Jorgensen Group - Morgan Stanley

225 Asylum St
14th Floor

Hartford, CT 06103
860-275-0711

The Cushman, Curry Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-661-3330

Tuttle-Hires Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4807

Barbara Arelt - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4857

Robert E. Hill - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6086

Adelio Gallucci - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2198

Daniel J. Wright - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4081

Barbara Ludlow Taussig - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0715

Sara Thorson - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4644

Rick Krollman - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5179

Wendy C Wheeler - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2181

Karl Mergenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6072

Ryan Gildersleeve - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0878

The 1842 Group - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5140

Michael Deskin - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4942

Peter Ferdinand - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4642

Lori Jabara - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3021

Jeremy Bean - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3002

Galloway/Capobianco - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-772-3970

Morgan Stanley Financial Advisors

125 Eugene O'Neill Drive, 1st
Fl

New London, CT 06320
860-444-9300

The Tassone / Volpe Group - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
860-572-2426

KT Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6066

Paul Selinger - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4639

Charles Kaywood - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2175

Tack Simmons - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6903

George Getz - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4881

James J Reilly - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4858

Morgan Stanley Financial Advisors

500 Post Road East 3rd
Fl

Westport, CT 06880
203-226-4731

Ali M Girardi - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4845

David Ivanovich - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3302

Christopher W. Faruol, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1096

Michael Shoaf - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1503

The Castle Group - Morgan Stanley

500 Post Road East

Westport, CT 06880
203-221-6010

The TriPoint Group - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4900

Richard Eng - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3360

Ignacio Mendive - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4657

Phyllis F Long - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7122

Stamford, CT Branch Office - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
914-761-6800

Allstate Personal Financial Representative: Jeffrey Minkos

1 Lathrop Ave

Norwich, CT 06360
860-682-0380

Martin Paul Mclaughlin - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1054

Allstate Personal Financial Representative: Kevin Cancroft

501 Boston Post Rd

Orange, CT 06477
203-795-5577

Christopher Michael Spahn - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1085

Katrin Tazza - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3027

Lockwood Wealth Management - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7221

Stryker-Church Financial Group - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2017

Timothy Romano Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6082

The GB Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1008

New Haven, CT Branch Office - UBS Financial Services Inc.

265 Church St
4th + 6th Floors

New Haven, CT 06510
203-562-0700

Matthew A Lubanko - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2163

Terence "TJ" Markey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4803

Jonathan E Snyder - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2168

Patrick Morrow - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6063

Jonathan A Goldstein - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6077

James M Patrick - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6929

James Hurley Jr. - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3031

Derek Angus - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6979

The Leapley Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6045

Timothy Prete - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0718

Kevin Edwards - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4850

Charles Kunzelman

2584 Dixwell Avenue

Hamden, CT 06514
203-287-2830

The Markey Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6900

Brook Wealth Management

1090 Elm Street
Suite 102

Rocky Hill, CT 06067
860-257-8688

Patrick Duff - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3363

The Peacekeepers Group - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2034

Maffei Wealth Management Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7220

Stamford, CT Private Wealth Management - UBS Financial Services Inc.

750 Washington Boulevard
11th Floor

Stamford, CT 06901
212-713-3452

Andrew L Cushman - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4679

Charles M Featherston - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7110

Riverside Wealth Management - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1044

Zeigler Wealth Management - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2128

EastRock Wealth Management - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
203-498-3308

David Janny - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6093

John T Daddona - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3032

Cammi Oyabe - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7157

Patrick Maloney - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7248

Aaron Hall - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6007

Jeffrey Adam Miller - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2118

Jesse Fable - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1570

Meeks McCormick & Evanchik - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1083

The McCormick Group - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7130

Martin Kearns - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1565

Adeletti & Dowling Financial Group - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2009

Scott Thomas Timko - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1575

Westport, CT Branch Office - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1000

Holton Thompson Group - UBS Financial Services Inc.

1 Century Tower
4th and 6th Floors, 265 Church Street

New Haven, CT 06510
617-261-2739

Paul Sapiro, CEPA - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4668

David J. Sullivan III - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1015

Parker Group - UBS Financial Services Inc.

100 Field Point Road
Suite 400, 4th Floor

Greenwich, CT 06830
203-862-2186

Caroline Calder - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4820

Glenn Hamler - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2016

Allstate Personal Financial Representative: Jose Galavis

3900 Main St

Bridgeport, CT 06606
203-550-6771

The Dolce Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7273

Steven M Caputo - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6912

Rebecca E. Lilly - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4809

Guidelight Financial

50 Washington Street
7th Floor

Norwalk, CT 06854
203-354-3131

Adams Wealth Management - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2028

Paul Chadwick - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6955

Soundview Wealth Management - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2126

Stephen Bauer - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1024

Greenwich, CT Branch Office - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2110

Eric Kreuter - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2114

Susan M. Dowling, CFP - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2009

RC Wealth Management - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1021

Allstate Personal Financial Representative: Gary Zeman

200 Connecticut Ave
Ste 5

Norwalk, CT 06854
203-852-9454

Allstate Personal Financial Representative: Alexander Pezzulo

53 New Britain Ave

Rocky Hill, CT 06067
860-257-9310

Allstate Personal Financial Representative: John Murphy

954 E Main St

Torrington, CT 06790
860-989-4890

Celeste Dinerman - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7101

Reed Financial Planning Services

111 Founders Plaza
Suite 1706

East Hartford, CT 06108
860-430-1009

Donald R Larson, Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6023

Joseph A Pramer - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5145

Matthew S Bisland - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-5723

Rick Granger - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5158

Rick Stone - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6954

Jennifer Hradek - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6045

Robert A. Panza - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4060

Ronald Balzano - Morgan Stanley

4 Landmark