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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

Jacob P Kinney

Capitol Region Group

71 Raymond Rd.

West Hartford, CT 06107

860-474-3602

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

Paul Schatz

Heritage Capital, LLC

1 Bradley Road
Suite 202

Woodbridge, CT 06525

203-389-3553

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

THE IST GROUP - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5173

Boundless Financial Solutions - Eric Stroehle

135 Day Street
Suite 1C

Newington, CT 06111
860-229-8409

Edward Jones - Financial Advisor: Karen T Leonard

4 Bridge St
Suite 1

New Hartford, CT 06057
860-379-2990

The Harbor Pilot Group - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-772-3970

Eric Moreira

15 Chesterfield Rd
Ste 1

East Lyme, CT 06333
860-691-3082

Anne Bensel - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-861-5748

Hammond Iles

100 Great Meadow Road
Suite 701

Wethersfield, CT 06109
860-258-2600

Bellara & Associates L.L.C.

MERRITT 8 CORPORATE PARK 99 Hawley Lane
Ste.1400

Stratford, CT 06614
203-385-5137

Urso & Rahmeier

35 Cold Spring Road
Suite 312

Rocky Hill, CT 06067
860-563-2727

William Mills - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4847

The Longshore Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1023

Darrell Fox - Ameriprise Financial Services, LLC

500 Bridge St
Ste 8

Groton, CT 06340
203-823-9114

Bryan Lauriat - Ameriprise Financial Services, LLC

628 Hebron Ave
Ste 301

Glastonbury, CT 06033
860-430-1780

Ted Davis - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

Edward Jones - Financial Advisor: Eric R Judge, CFP®

25 Concord St

Glastonbury, CT 06033
860-659-8145

Steven W. Sherman - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6009

Jill Orlando - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-705-4225

Donald Piecuch - Ameriprise Financial Services, Inc.

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Timothy Kelly - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

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

Dora Sung - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4842

Anthony Fabrizio

1055 Post Road

Fairfield, CT 06824
203-254-5141

The Ridgefield Group - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3032

Michael Pici - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8081

Patrick Duff - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3363

First Command Financial Advisor - Bill Eldridge

400 Bayonet St
Suite 306

New London, CT 06320
860-437-1230

Patrick J Shannon - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1805

Geno Antosh - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-788-2415

Georgetown Financial Group Inc.

73 Redding Road

Redding, CT 06896
203-544-9300

Roger Marment - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4818

Couzens, Domingos, Allen & Associates - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Morgan Stanley Financial Advisors

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6900

Alexander Bijanada - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1831

Bolton Financial, LLC

360 Bloomfield Ave.
Suite 402

Windsor, CT 06095
860-298-1011

Morgan Stanley Financial Advisors

5 Fort Rachel Place

Mystic, CT 06355
860-536-8118

Andrew Patrick Boone - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3362

Richard Rohr - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7242

Manly Church - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2017

David Mills - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7285

Scott Thomas Timko - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1575

Edward Jones - Financial Advisor: Bosmat Cohen

100 Hinman St
Ste 4

Cheshire, CT 06410
203-718-0001

Keith Mendes

117 Boston Post Rd

Waterford, CT 06385
860-444-3415

Westport, CT Branch Office - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1000

Ashley Noonan

151 Washington Ave.

North Haven, CT 06473
203-234-6578

Theodore Schaaf

117 Boston Post Rd

Waterford, CT 06385
860-440-4291

Glenn Hamler - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2016

Carl Martin Christie - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-291-9160

Christopher Michael Spahn - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1085

Edward Jones - Financial Advisor: Jim Kreitler, CFP®

200 Mill Plain Road

Fairfield, CT 06824
203-255-2237

Jay Wood - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6966

Flagship Financial Partners - UBS Financial Services Inc.

600 Washington Blvd

Stamford, CT 06901
214-965-6129

Rick Krollman - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5179

KT Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6066

Adriatic Wealth Management LLC

14 Betmarlea Rd

Norwalk, CT 06850
646-251-8602

Alexander Fredericks - Ameriprise Financial Services, Inc.

57 North St
Ste 208

Danbury, CT 06810
203-748-3751

Lusardi Wealth Management - UBS Financial Services Inc.

One State St.
Ste. 1600

Hartford, CT 06103
860-275-8051

Agemy Financial Strategies, Inc

1570 Boston Post Rd
Suite 400

Guilford, CT 06437
203-738-0026

Martin Kearns - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1565

Joseph Emil Fortuna - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
860-275-0744

Gene Borchetta - Ameriprise Financial Services, LLC

3 Schooner Ln
Ste 115

Milford, CT 06460
203-878-0879

Richard J. Smalley - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4834

Jennifer M Fissette - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-610-2022

Peter Grave - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6054

Philip J Quagliariello - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6064

David C Volpe Jr. - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
860-572-2426

Peter Ferdinand - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4642

Aggie Valenta - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4906

Jon L Newman - Ameriprise Financial Services, LLC

51 Church St

Greenwich, CT 06830
203-861-1700

Assuredpartners NE LLC

11 Route 66

Columbia, CT 06237
860-633-0241

Jason Warnke - Ameriprise Financial Services, LLC

2 Mountain View Ave

Avon, CT 06001
860-470-0007

Keith Somers - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

Ronald R Conarroe - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4821

Sara Thorson - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4644

Michael C Riley - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

New England Capital

79 Main Street

South Meriden, CT 06451
203-935-0265

Richmond Talbot - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4615

David R Adams - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4863

George M. Seiler - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5151

David Lalich - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-275-8310

Ali M Girardi - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4845

John D Eng - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7100

RGB Financial

16 Spring Lane

Farmington, CT 06032
860-678-7350

First Suffield Bank | a division of PeoplesBank

1380 Mountain Road

West Suffield, CT 06093
860-668-3958

Edward Jones - Financial Advisor: Barbara J Randolph

18 North Main Street

West Hartford, CT 06107
860-521-7390

McCary Anheuser Wealth Management

15 North Main Street
Suite 100

West Hartford, CT 06107
860-761-1000

Robert Maquat

850 Main Street

Bridgeport, CT 06604
203-661-7397

Edward Jones - Financial Advisor: Robin J DiNicola

1055 Farmington Avenue

Farmington, CT 06032
860-677-1104

Lee Hunter - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4344

David J. Sullivan III - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1015

Paul Sapiro, CEPA - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4668

Parker Group - UBS Financial Services Inc.

100 Field Point Road
Suite 400, 4th Floor

Greenwich, CT 06830
203-862-2186

Patrick Morrow - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6063

Jacob Betteridge

816 Long Hill Road

Groton, CT 06340
860-444-4903

Ignacio Mendive - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4657

Brian Jay - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7020

Stuart Gollomp - Ameriprise Financial Services, LLC

10 Wright St
1st Fl

Westport, CT 06880
203-349-4355

Wilsons Leather

20 Killingworth Tpke
Ste 232A

Clinton, CT 06413
860-664-9007

Thomas Fruin - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7145

The Neville Group - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
860-275-0777

John Nelson - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4348

Michael Simmons

332 East Main St

Branford, CT 06405
203-900-6684

GYL Resnick

55 Post Rd. W
Suite 300

Westport, CT 06880
203-226-8262

Rob DeWaele - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6040

Aaron Hall - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6007

Charles Kunzelman

2584 Dixwell Avenue

Hamden, CT 06514
203-287-2830

Chad D Lombardi - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2162

John Read

23 Broadway Ave

Mystic, CT 06355
860-572-4767

Paul Duquette

211 South Main Street
Unit #2

Middletown, CT 06457
860-638-4407

BitX Funding

1700 Post Road
Suite B-10

FAIRFIELD, CT 06824
203-763-1430

Stephanie M. Franchini - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4059

Justin Bernier - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7104

Farmingbury Financial Services, LLC

724 Wolcott Road
Suite 5

Wolcott, CT 06716
203-879-1994

John A Henehan - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
860-218-2235

Charles Kaywood - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2175

Stifel | Metcalf, Cole & Masopust Wealth Management Group

465 Heritage Road
Suite 2

Southbury, CT 06488
203-586-4505

The Castle Group - Morgan Stanley

500 Post Road East

Westport, CT 06880
203-221-6010

Brenner LeCompte, CFP® - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3098

Thomas Mc Candless - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
203-302-6741

Lee Dimon - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

The Gioffre Group - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3080

Pamela E. Kiernan - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7111

The Cyphers Dubey Domian & Payne Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8036

Guidelight Financial

50 Washington Street
7th Floor

Norwalk, CT 06854
203-354-3131

Danny Parenteau - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0741

Stratos Wealth Partners

8 Wright Street
Suite 107

Westport, CT 06880
203-293-1790

Spurstone

15 Ensign Drive

Avon, CT 06001
860-264-1111

Paradigm Financial Partners

315 Post Road West

Westport, CT 06880
203-221-3085

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

RJS Financial Group

41 Kings Highway Box 3

Gales Ferry, CT 06335
860-464-0433

Jonathan A Goldstein - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6077

Corinne H James - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4673

Anthony C Passarello - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2106

Kevin Edwards - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4850

Stuart Lovejoy - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4862

Joseph A Pramer - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5145

Matt Sargent - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6025

Ferro Financial Group

100 Mill Plain Road

Danbury, CT 06811
203-546-3428

Douglas M. Gordon

65 LaSalle Rd
Ste 200

West Hartford, CT 06107
860-313-4814

Tunxis Wealth Management

231 Farmington Avenue
2nd Floor

Farmington, CT 06032
860-676-4404

Holly Cao - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4887

Liberty Wealth Advisors

707 Summer Street
4th Floor

Stamford, CT 06901
203-323-6666

Scranton Financial Group

1921 Boston Post Road
#8

Westbrook, CT 06498
860-399-8202

Fiscal Dynamics, Inc

314 Farmington Ave

Farmington, CT 06032
860-677-1753

Nutmeg Advisory Group

2 Washington Avenue

North Haven, CT 06473
203-909-6003

Stable Income For Life

43 Harbor Drive
Unit 309

Stamford, CT 06902
203-561-6560

Optimum Retirement

12 Roosevelt Ave

Mystic, CT 06355
860-980-3168

Frederick W Booth - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2190

Robert E. Hill - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6086

Raymond Wealth Management

360 North Main St
Suite 4

Southington, CT 06489
203-271-9220

P.C. Planning & Benefits, Inc.

12 Rocklyn Ct.
Suite 101B

West Simsbury, CT 06092
860-651-1569

John G Hughes Jr. - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7022

Gary Gauthier - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7144

Thomas Ross - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0848

Tack Simmons - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6903

Glowka Wealth

122 Main Street
Suite 301

New Britain, CT 06051
860-801-6046

Patrick O'Connor

61 Shunpike Rd

Cromwell, CT 06416
860-638-4412

Richard H. Streisfeld - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3001

Keith Albert - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Terence "TJ" Markey - Morgan Stanley

4 Landmark Square 2nd
3rd Floor

Stamford, CT 06901
203-326-6912

Lew Lassow - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-291-9160

David M Snetro - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2115

Valerie B Dugan - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0779

Michael L Feinstein - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-610-8234

Matthew Kennelly - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Daniel Holzer - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5195

Lisa Guerrera - Ameriprise Financial Services, Inc.

10 Roberts Lane
Ste 220

Ridgefield, CT 06877
877-237-3572

Mark Benedict - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
860-572-2564

Mark Potocsny - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4920

Andrew L Cushman - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4679

Sophie Helenek - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4848

Jeremy Bean - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3002

Jonathan Root - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Edward Jones - Financial Advisor: Ryan P Breen

1551 Boston Post Rd

Westbrook, CT 06498
860-661-5309

Grant Ulrick Stratos Wealth Partners

105A Newtown Road
Suite 5

Danbury, CT 06810
203-617-1501

Jeffrey Benaitis - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7134

Stephen Bauer - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1024

Stephanie Mihalakos - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4872

Drescott Thompson - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1815

Doug Veillette - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2109

Khuong Ho - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-430-1919

Lester Butnick - Ameriprise Financial Services, LLC

224 New London Tpke

Glastonbury, CT 06033
860-652-9227

Resolute Point Private Wealth - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

Hyman Glasman

53 Greenwich Ave

Greenwich, CT 06830
203-389-3983

Dusan Tabak - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6920

Philip Bensley - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

Six Point Wealth Advisors - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

David Ring - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Centurion Wealth Management - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-823-9114

Bunting and Somma - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

John M Picard - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-407-8189

Robert J Lucarelli - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

David Berube - Ameriprise Financial Services, LLC

63 High St

Suffield, CT 06078
860-668-4040

Norman Cotteleer - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-289-2301

Coastal Wealth Management - Ameriprise Financial Services, LLC

56 Williams Ave

Mystic, CT 06355
860-245-0251

ARCH Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4618

Amy Gillis - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1008

Peter S. Humphrey - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2008

Jason Cerniglia - Ameriprise Financial Services, LLC

56 Williams Ave

Mystic, CT 06355
860-245-0251

Peter Velcofsky - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

Diane Lee Bearce - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

River Valley Wealth Management - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7272

Joshua Broder - Ameriprise Financial Services, LLC

430 Highland Ave

Cheshire, CT 06410
203-823-9114

Connecticut Capital Managment Group, LLC

2 Schooner Lane
Unit 1-12

Milford, CT 06460
203-877-1520

Neerab Shrestha

360 Bloomfield Ave
Suite 402

Windsor, CT 06095
860-992-5616

Robert Ceccarelli - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1827

Mario Faustini - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2187

Brian Maitland

15 South Main St.

West Hartford, CT 06107
860-257-0738

Lori Duquette

332 East Main St

Branford, CT 06405
203-315-2144

Stifel | Spring Wealth Management Group

38 East Main Street

Mystic, CT 06355
860-440-3373

Erin Candler

40 Quality Street

Trumbull, CT 06611
203-338-7202

Jeffrey Leone - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
860-289-9200

Kate Daly Rietberg - Ameriprise Financial Services, LLC

12 Devine Rd

Suffield, CT 06078
860-254-5099

Allstate Personal Financial Representative: Jon Calkins

616 Poquonock Ave

Windsor, CT 06095
860-688-3000

Sabrina Angiolillo

1055 Post Road

Fairfield, CT 06824
203-256-4290

Harpin Capital Mgmt, LLC

14 Plains Road

Essex, CT 06426
888-387-1149

Kim Bechtold - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4333

Laura Fish-Kelly - Ameriprise Financial Services, LLC

180 Glastonbury Blvd
Ste 105

Glastonbury, CT 06033
860-421-3330

Edward Jones - Financial Advisor: Kristine Blaha, CFP®|AAMS¿

37 Mill Street

Unionville, CT 06085
860-675-4922

Edward Jones - Financial Advisor: Derek R Lussier, AAMS¿

122 Prospect Hill Rd
Sofia's Plaza Suite 14

East Windsor, CT 06088
860-758-7793

Matson Financial Advisors, Inc.

4 Mountainview Terrace
Suite 104

Danbury, CT 06810
203-743-0131

Granite Group Advisors

187 Danbury Rd

Wilton, CT 06897
203-210-7814

Christopher Maciejak - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Jonathan Ingalls - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2138

Clapboard Hill Private Wealth

1265 Post Road East

Westport, CT 06880
203-429-0406

Healthtree Financial Fitness LLC

800 Union Ave

Bridgeport, CT 06607
888-559-2339

Joann Keller

850 Main Street

Bridgeport, CT 06604
203-338-7153

Summit Investor Coach

652 Boston Post Rd

Guilford, CT 06437
203-453-1017

Ryan Birge - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6084

Ethan O Reid - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4949

Kanner Financial Services

116 Washington Ave
3rd Fl.

North Haven, CT 06473
203-239-5370

Micari Financial Group, LLC

101 Church Avenue

Bristol, CT 06010
860-261-4746

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

Michael Domingos - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Edward Pardon - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4338

ProEast Asset Management

225 Oakland Road
Unit 101

South Windsor, CT 06074
860-432-7233

William Lewis - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7276

Christopher Dursi

143 Federal Road

Brookfield, CT 06804
203-359-6039

Robert Baptist

371 Post Road East

Westport, CT 06880
203-254-5150

Joseph Irizarry - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

Marc Dynder - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

Stephen Sayegh

500 Shelton Avenue

Huntington, CT 06484
203-926-8356

Daniel Buzzanca

1940 Black Rock Turnpike

Fairfield, CT 06824
203-338-7108

Rasmussen & Davis Wealth Advisory Group - Ameriprise Financial Services, LLC

57 North St
Ste 208

Danbury, CT 06810
203-748-3751

Elma Dunn, CRPC - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3314

Nicole Bowler Pecknold - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Paul Scileppi - Ameriprise Financial Services, LLC

850 Farmington Ave

Farmington, CT 06032
860-284-9882

Matthew Couzens - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Dominick Santoro | LPL Financial

83 Wooster Heights Road
Suite 125

Danbury, CT 06810
203-431-2224

Buxton Wealth Managment

33 Abbey Lane
Suite 3502

Danbury, CT 06810
561-333-7391

Kathryn Genovese

1187 Boston Post Rd

Westbrook, CT 06498
860-399-3193

Cetera Investors - Ken Chase

111 Founders Plaza
Suite 300

East Hartford, CT 06108
860-282-4600

Burr Capital Advisors

10 North Main Street
Suite 213

West Hartford, CT 06107
860-678-6260

Pennell Wealth Advisors

200 Mountain Road
Suite 2

Farmington, CT 06032
860-674-0603

William Robert Nemphos - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-407-8189

Sharon Kaplove - Ameriprise Financial Services, LLC

91 Bentwood Dr

Stamford, CT 06903
203-968-1151

Glenn Ufland - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-407-8189

Gus Kalivas - Ameriprise Financial Services, LLC

44 Old Ridgefield Rd
Ste 216

Wilton, CT 06897
203-454-5400

Christopher Borajkiewicz - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Daniel Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7143

Morgan Stanley Financial Advisors

125 Eugene O'Neill Drive, 1st
Fl

New London, CT 06320
860-444-9300

Robert Daly

401 Monroe Turnpike

Monroe, CT 06468
203-261-1232

John Grayeski

40 Quality Street

Trumbull, CT 06611
203-338-7203

Garett Ceraso

1022 High Ridge Road

Stamford, CT 06905
203-968-2812

Meeks McCormick & Evanchik - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1083

Adeletti & Dowling Financial Group - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2009

Allstate Personal Financial Representative: Jose Galavis

3900 Main St

Bridgeport, CT 06606
203-550-6771

George Welker III - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3038

Morgan Stanley Financial Advisors

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-772-3970

Daniel Freddino - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

William A Rasmussen - Ameriprise Financial Services, LLC

57 North St
Ste 208

Danbury, CT 06810
203-748-3751

Samuel M Fox IV - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1808

Lewis Kasowitz - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6924

David P Gershoni - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1816

Steven John Sheridan - Ameriprise Financial Services, Inc.

63 High St

Suffield, CT 06078
860-668-4040

Long River Wealth Management - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8067

Riverview Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

David Hannah - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7151

Deborah Tata - Ameriprise Financial Services, LLC

530 Middlebury Rd
Ste 204B

Middlebury, CT 06762
203-758-2456

Edward Kwiatkowski - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6066

Morgan Stanley Financial Advisors

One 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

Anthony Corona - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3030

Real Estate - Demo

30 Hebron Ave
Building E

Glastonbury, CT 06033
860-951-2033

Henry Cormier - Ameriprise Financial Services, LLC

850 Farmington Ave

Farmington, CT 06032
860-284-9882

The Gottlieb Group - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5161

Christopher Dibble - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4860

Bo Zhang - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7016

Sharon Leigh Alleman, CFP - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4656

Steven Hahn - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Nancy S Daoud - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

Paul Fitzsimmons - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6946

Michael Long - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0757

Morgan Stanley Financial Advisors

500 Post Road East 3rd
Fl

Westport, CT 06880
203-226-4731

Christopher Coppola III - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Joan Kenney-Romano - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Alfred Loomer - Ameriprise Financial Services, Inc.

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7130

Charles L Johnson - Ameriprise Financial Services, Inc.

1 Bradley Rd
Ste 711

Woodbridge, CT 06525
203-387-4240

Sherrie L Deveau - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1503

East Hartford, CT 06108
860-290-8880

Michael Tangney - Ameriprise Financial Services, Inc.

111 Founders Plz
Ste 1503

East Hartford, CT 06108
860-290-8880

Peter E Bergendahl - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
860-444-9302

Earl D. Wheway, Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4087

Patrick Kennedy - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7174

Jesse Fable - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1570

Michael J. Bilby - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5185

Wanda Short - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

The Fairchester Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-661-3330

The Centre Harbour Group - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4681

Matt Sykes - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4622

Betsy Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0245

Dean R Calderoni - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0769

Christian Morgan - Ameriprise Financial Services, LLC

227 Monroe Tpke
Ste 1

Monroe, CT 06468
203-261-7526

Al Baran - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

Anthony Salerno - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-604-1127

The Dolce Group - UBS Financial Services Inc.

100 West Putnam Avenue
2nd Floor

Greenwich, CT 06830
203-977-7273

Karen Goersch - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4351

Robert Somma - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Corey Seaquist - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4913

Jonathan E Snyder - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2168

Celeste Dinerman - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7101

Robert Cusano - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8028

Eric Drake - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6071

Linda Tarbox - Ameriprise Financial Services, LLC

963 Hopmeadow St

Simsbury, CT 06070
860-651-5969

Marti Marache - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4629

Michael Snow - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2146

The Waterline Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-661-3330

Morgan Stanley Financial Advisors

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7100

James M Patrick - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6929

Steven Greco, CIMA - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1531

The Peacekeepers Group - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2034

Christopher Cavallaro - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2110

Noel I Forma - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-610-8231

Joseph Kintschi - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

Michael Przygocki - Ameriprise Financial Services, LLC

18 N Main St

West Hartford, CT 06107
860-969-6619

Theodore C Bartosiak - Ameriprise Financial Services, LLC

91 S Main St

West Hartford, CT 06107
860-521-4470

Robert L Taylor Jr - Ameriprise Financial Services, LLC

2 North St
Ste 3

Wolcott, CT 06716
203-441-4412

Nisha B Chisena - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6960

Steven Rountos - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3039

Frank Lockwood - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7257

Christopher L Fry - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

Joseph Matthew - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2114

Brett Coltman - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1040

Derek Angus - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6979

Michael Chaffee - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
203-386-1997

James Mc Cabe - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

C. Avery Buell - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0725

Ernest J Asprelli Jr. - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2164

Derek Packett - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

The Landmark Group - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6944

The Bassock Wealth Management Team - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1595

Matthew Ellis - Ameriprise Financial Services, LLC

945 Main St
Ste 305

Manchester, CT 06040
860-533-0063

Steven M Caputo - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6912

John Hursh - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1828

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

2 Union Plaza

New London, CT 06320
860-437-2009

Gary W Klingner - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0807

Patrick J Skelly - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1832

Leigh King - Ameriprise Financial Services, LLC

963 Hopmeadow St

Simsbury, CT 06070
860-651-5969

Morgan Stanley Financial Advisors

1229 Post Road

Fairfield, CT 06824
203-319-5140

Round Rock Advisors LLC

187 Danbury Rd
Suite 201

Wilton, CT 06897
203-920-4774

Morgan Stanley Financial Advisors

741 Boston Post Rd

Madison, CT 06443
203-499-4900

Jason Wolter - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4686

Sean Allen - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Robert Patten - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
860-572-2581

Charles Olson

1310 Silas Deane Highway

Wethersfield, CT 06109
860-280-2688

Haggerty Financial Partners - UBS Financial Services Inc.

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

New Haven, CT 06510