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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

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Al Hargrave

Willington Financial

384K Merrow Rd

Tolland, CT 06084

860-684-4470

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Robert Tubridy

CT Financial Partners

180 Glastonbury Blvd.
Suite 102

Glastonbury, CT 06033

860-430-9064

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Charles Helme

BH Asset Management, LLC

777 W Putnam Ave. 3rd Floor

Greenwich, CT 06830

203-987-6227

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Paul Schatz

Heritage Capital, LLC

1 Bradley Road
Suite 202

Woodbridge, CT 06525

203-389-3553

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Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355

860-245-5078

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Coastal Wealth Management

Coastal Wealth Management

56 Williams Avenue

Mystic, CT 06355

860-245-0251

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Michael Thompson

LPL Financial

110 Washington Ave. 3rd Floor

North Haven, CT 06473

203-500-8527

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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

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Brian Maitland

856 Cromwell Ave Ste D

Rocky Hill, CT 06067
860-257-0738

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Boundless Financial Solutions - Eric Stroehle

135 Day Street
Suite 1C

Newington, CT 06111
860-229-8409

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Christopher Coppola III - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

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Six Point Wealth Advisors - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

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Centurion Wealth Management - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-823-9114

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Patrick Morrow - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6063

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Bunting and Somma - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

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Daniel Freddino - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

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Century Wealth Partners - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3339

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Boundless Financial Solutions

135 Day Street
Suite 1C

Newington, CT 06111
860-229-8409

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Edward Jones - Financial Advisor: Martin Engstler, CFA®

88 Main St South
Suite B202

Southbury, CT 06488
203-264-1925

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David Berube - Ameriprise Financial Services, LLC

63 High St

Suffield, CT 06078
860-668-4040

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Mark Benedict - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
860-572-2564

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Bolton Financial, LLC

360 Bloomfield Ave.
Suite 402

Windsor, CT 06095
860-298-1011

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Norman Cotteleer - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-289-2301

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Cathy A Briggs - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4852

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David A. Munoz

30 W. Elm Street Suite 200
2nd Floor

Greenwich, CT 06830
914-874-2581

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Thomas Locastro - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
203-349-4325

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David Janny - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6093

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Michael Pici - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8081

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Diane Lee Bearce - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

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James J Reilly - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4858

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

122 Prospect Hill Rd
Sofia's Plaza Suite 14

East Windsor, CT 06088
860-758-7793

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Morgan Stanley Financial Advisors

5 Fort Rachel Place

Mystic, CT 06355
860-536-8118

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Allstate Personal Financial Representative: Kennedy Martin

131 Hartford Ave

East Granby, CT 06026
860-712-1939

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First Suffield Bank | a division of PeoplesBank

1380 Mountain Road

West Suffield, CT 06093
860-668-3958

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Brian Jay - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7020

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Ross Mannino - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
203-661-1817

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Lusardi Wealth Management - UBS Financial Services Inc.

One State St.
Ste. 1600

Hartford, CT 06103
860-275-8051

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The Bassock Wealth Management Team - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1595

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Carlton Higbie - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4643

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

57 North St
Ste 208

Danbury, CT 06810
203-748-3751

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Sean Kelley, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1038

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Riverview Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

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Steven Greco, CIMA - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1531

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Maria Laviola - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2129

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William Lewis - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7276

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The Gottlieb Group - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5161

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Christopher Dibble - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4860

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Bo Zhang - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7016

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The McCormick Group - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7130

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Karen Goersch - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4351

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The Landmark Group - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6944

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Timothy Romano Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6082

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Dan Donato - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2110

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Barbara Ludlow Taussig - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0715

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David Lalich - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-275-8310

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Taylor Thompson, Bankers Life Agent

6 Vista Dr
Ste 101

Old Lyme, CT 06371
614-942-7043

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Real Estate - Demo

30 Hebron Ave
Building E

Glastonbury, CT 06033
860-951-2033

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NH Investment Management

12 Roosevelt Ave
Mystic Packer Suites, 1st floor

Mystic, CT 06355
860-822-3643

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Executive Wealth Consulting Partners - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4649

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PeoplesBank

1 Turkey Hills Road

East Granby, CT 06026
860-653-9416

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Kyle W. Egress - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7144

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C. Avery Buell - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0725

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Peter Krzyzek - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7150

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Edward Jones - Financial Advisor: Bosmat Cohen

100 Hinman St
Ste 4

Cheshire, CT 06410
203-718-0001

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James Munro - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2159

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Connecticut Capital Managment Group, LLC

2 Schooner Lane
Unit 1-12

Milford, CT 06460
203-877-1520

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Allstate Personal Financial Representative: John Patterson

360 E Center St

Manchester, CT 06040
860-647-8118

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Peter Ferdinand - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4642

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Jeffrey H. Gaggin - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4839

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Robert Somma - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

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McCary Anheuser Wealth Management

15 North Main Street
Suite 100

West Hartford, CT 06107
860-761-1000

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Christian A Templeman - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4882

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Cammi Oyabe - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7157

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Lee Dimon - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

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Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3000

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RGB Financial

16 Spring Lane

Farmington, CT 06032
860-678-7350

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Cheryl M Chapis - Ameriprise Financial Services, LLC

53 Linwood St

Bristol, CT 06010
203-732-5161

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Hyman Glasman

53 Greenwich Ave

Greenwich, CT 06830
203-389-3983

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Alexander Bijanada - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1831

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Howard Financial & Associates

105 Prospect Ave

West Hartford, CT 06106
860-236-4228

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Donald Piecuch - Ameriprise Financial Services, Inc.

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

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Dominick Santoro | LPL Financial

83 Wooster Heights Road
Suite 125

Danbury, CT 06810
203-431-2224

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Paul D Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0819

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Barnum Financial Group's Center For College Planning

225 High Ridge Road

Stamford, CT 06905
203-513-6127

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Marti Marache - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4629

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Robert Ceccarelli - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1827

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Compass Rose Strategic Partners LLC

426 Boston Post Road
Suite A

Waterford, CT 06385
860-437-7600

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Pillar Plan Financial

345 Highland Avenue
Suite 101

Cheshire, CT 06410
203-237-5696

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Henry Cooperman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3041

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Farmingbury Financial Services, LLC

724 Wolcott Road
Suite 5

Wolcott, CT 06716
203-879-1994

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Stratos Wealth Partners

8 Wright Street
Suite 107

Westport, CT 06880
203-293-1790

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RJS Financial Group

41 Kings Highway Box 3

Gales Ferry, CT 06335
860-464-0433

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Spurstone

15 Ensign Drive

Avon, CT 06001
860-264-1111

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Stifel | Metcalf, Cole & Masopust Wealth Management Group

465 Heritage Road
Suite 2

Southbury, CT 06488
203-586-4505

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Nicholas Difalco - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4350

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Nicholas Guiditta - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

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Fiscal Dynamics, Inc

314 Farmington Ave

Farmington, CT 06032
860-677-1753

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Raymond Wealth Management

360 North Main St
Suite 4

Southington, CT 06489
203-271-9220

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Ferro Financial Group

100 Mill Plain Road

Danbury, CT 06811
203-546-3428

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Douglas M. Gordon

65 LaSalle Rd
Ste 200

West Hartford, CT 06107
860-313-4814

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Tunxis Wealth Management 

231 Farmington Avenue
2nd Floor

Farmington, CT 06032
860-676-4404

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Scranton Financial Group

1921 Boston Post Road
#8

Westbrook, CT 06498
860-399-8202

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Paradigm Financial Partners

315 Post Road West

Westport, CT 06880
203-221-3085

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Nutmeg Advisory Group

2 Washington Avenue

North Haven, CT 06473
203-909-6003

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Stable Income For Life

43 Harbor Drive
Unit 309

Stamford, CT 06902
203-561-6560

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Optimum Retirement

12 Roosevelt Ave

Mystic, CT 06355
860-980-3168

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Marc Dynder - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

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Richard J. Smalley - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4834

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Scott Mintz - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4614

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Deborah Tata - Ameriprise Financial Services, LLC

530 Middlebury Rd
Ste 204B

Middlebury, CT 06762
203-758-2456

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Elizabeth Linderman - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0717

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William Curry - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4877

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George M. Seiler - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5151

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Glowka Wealth

122 Main Street
Suite 301

New Britain, CT 06051
860-801-6046

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Kevin Edwards - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4850

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The Mintz Wealth Management Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4614

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Timothy Prete - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0718

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Sophie Helenek - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4848

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Kanner Financial Services

116 Washington Ave
3rd Fl.

North Haven, CT 06473
203-239-5370

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Michael C Riley - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

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Connect Financial Group, LLC

30 Suffield Street

Windsor Locks, CT 06096
860-640-0668

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Cetera Investors - Richard Risley

111 Founders Plaza
Suite 300

East Hartford, CT 06108
860-282-4600

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Robert E. Hill - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6086

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Jonathan Root - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

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David Johnson - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5181

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Jonathan A Goldstein - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6077

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William A Rasmussen - Ameriprise Financial Services, LLC

57 North St
Ste 208

Danbury, CT 06810
203-748-3751

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Philip J Quagliariello - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6064

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Paul Scileppi - Ameriprise Financial Services, LLC

850 Farmington Ave

Farmington, CT 06032
860-284-9882

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Matthew Couzens - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

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Robert Brody - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1050

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Hammond Iles

100 Great Meadow Road
Suite 701

Wethersfield, CT 06109
860-258-2600

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Ernest J Asprelli Jr. - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2164

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Corinne H James - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4673

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Clapboard Hill Private Wealth

1265 Post Road East

Westport, CT 06880
203-429-0406

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Patrick Maloney - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7248

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The Leapley Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6045

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Assuredpartners NE LLC

11 Route 66

Columbia, CT 06237
860-633-0241

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Adelio Gallucci - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2198

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First Suffield Bank | a division of PeoplesBank

6 National Drive

Windsor Locks, CT 06096
860-627-6773

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First Suffield Bank | a division of PeoplesBank

30 Bridge Street

Suffield, CT 06078
860-668-3950

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George Welker III - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3038

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Bryan Lauriat - Ameriprise Financial Services, LLC

628 Hebron Ave
Ste 301

Glastonbury, CT 06033
860-430-1780

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Humphrey & Roccon Wealth Management - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2008

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Henry Cormier - Ameriprise Financial Services, LLC

850 Farmington Ave

Farmington, CT 06032
860-284-9882

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Camille Gagliardi - Ameriprise Financial Services, LLC

57 N Main St

West Hartford, CT 06107
860-313-1313

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Andrew Armour Bassock - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1595

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Allstate Personal Financial Representative: Jon Calkins

616 Poquonock Ave

Windsor, CT 06095
860-688-3000

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Andrew Patrick Boone - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3362

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Bellara & Associates L.L.C.

MERRITT 8 CORPORATE PARK 99 Hawley Lane
Ste.1400

Stratford, CT 06614
203-385-5137

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Nobilis Wealth

243 Tresser Boulevard
17th Floor

Stamford, CT 06901
203-355-3641

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Patrick J Shannon - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1805

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Paula E Cohen - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

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Ali M Girardi - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4845

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Paul Duquette

40 Welles Street

Glastonbury, CT 06033
860-633-2731

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Raymond Panek

318 State Street

Bridgeport, CT 06604
603-334-6735

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The Cushman, Curry Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-661-3330

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Covenant Wealth Advisers

345 Highland Avenue
Unit 101

Cheshire, CT 06410
203-271-9114

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Nicole Bowler Pecknold - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

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Goosehead Insurance - Benjamin Hoisington

57 Dodge Ave

North Haven, CT 06473
860-724-4168

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Alex Demetrio CFP® CEPA® - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2003

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Dianne Cicchetti - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6007

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Stifel | Spring Wealth Management Group

38 East Main Street

Mystic, CT 06355
860-440-3373

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James Mc Cabe - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

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Healthtree Financial Fitness LLC

800 Union Ave

Bridgeport, CT 06607
888-559-2339

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Edward Jones - Financial Advisor: Thomas J Lucas

1595 Black Rock Tpke
Ste 2

Fairfield, CT 06825
203-659-0079

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GYL Resnick

55 Post Rd. W
Suite 300

Westport, CT 06880
203-226-8262

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Drescott Thompson - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1815

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Michael J. Bilby - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5185

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Nancy S Daoud - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

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Neerab Shrestha

360 Bloomfield Ave
Suite 402

Windsor, CT 06095
860-992-5616

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Elma Dunn, CRPC - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3314

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ARCH Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4618

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Christopher Cavallaro - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2110

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Jason Cerniglia - Ameriprise Financial Services, LLC

56 Williams Ave

Mystic, CT 06355
860-245-0251

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Waypoint Wealth Planning

290 Harbor Drive
Workpoint Suite

Stamford, CT 06902
203-588-9444

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Shiman Partners

15 North Main Street
Suite 100

West Hartford, CT 06107
860-263-3620

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Micari Financial Group, LLC

101 Church Avenue

Bristol, CT 06010
860-261-4746

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Darrell Fox - Ameriprise Financial Services, LLC

500 Bridge St
Ste 8

Groton, CT 06340
203-823-9114

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Gilbert Garceau - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1016

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Peter S. Humphrey - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2008

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John Hursh - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1828

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ProEast Asset Management

225 Oakland Road
Unit 101

South Windsor, CT 06074
860-432-7233

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Brett Cavalieri - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4861

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Anthony Corona - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3030

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Keith Albert - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

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Keith Somers - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

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Dora Sung - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4842

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Grant Ulrick Stratos Wealth Partners

105A Newtown Road
Suite 5

Danbury, CT 06810
203-617-1501

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William Robert Nemphos - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-407-8189

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Michael L Feinstein - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-610-8234

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Andrew L Cushman - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4679

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Buxton Wealth Managment

33 Abbey Lane
Suite 3502

Danbury, CT 06810
561-333-7391

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Burr Capital Advisors

10 North Main Street
Suite 213

West Hartford, CT 06107
860-678-6260

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Cetera Investors - Ken Chase

111 Founders Plaza
Suite 300

East Hartford, CT 06108
860-282-4600

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Matson Financial Advisors, Inc.

4 Mountainview Terrace
Suite 104

Danbury, CT 06810
203-743-0131

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Roger Hueglin - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5195

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Jason Warnke - Ameriprise Financial Services, LLC

2 Mountain View Ave

Avon, CT 06001
860-470-0007

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Granite Group Advisors

187 Danbury Rd

Wilton, CT 06897
203-210-7814

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Marc D Danais - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0751

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Gus Kalivas - Ameriprise Financial Services, LLC

44 Old Ridgefield Rd
Ste 216

Wilton, CT 06897
203-454-5400

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Daniel J. Wright - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4081

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Phyllis F Long - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7122

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CT Financial Partners

447 Naubuc Avenue
Suite 110

Glastonbury, CT 06033
860-213-8315

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Matthew Kennelly - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

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Liberty Wealth Advisors

707 Summer Street
4th Floor

Stamford, CT 06901
203-323-6666

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Edward Pardon - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4338

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Main Street Financial Group, LLC

777 Echo Lake Road
Suite J

Watertown, CT 06795
860-945-2633

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P.C. Planning & Benefits, Inc.

12 Rocklyn Ct.
Suite 101B

West Simsbury, CT 06092
860-651-1569

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The Riven Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1009

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Round Rock Advisors LLC

187 Danbury Rd
Suite 201

Wilton, CT 06897
203-920-4774

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The Ceccarelli Hursh Group - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1826

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Robert Patten - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
860-572-2581

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Robert J Lucarelli - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

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Hartford, CT Branch Office - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1500

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Khuong Ho - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-430-1919

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Lester Butnick - Ameriprise Financial Services, LLC

224 New London Tpke

Glastonbury, CT 06033
860-652-9227

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Eric Moreira

15 Chesterfield Rd
Ste 1

East Lyme, CT 06333
860-691-3082

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David R Adams - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4863

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First Command Financial Advisor - Kelly Gorreck

400 Bayonet St
Suite 306

New London, CT 06320
860-437-1230

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Agemy Financial Strategies, Inc

1570 Boston Post Rd
Suite 400

Guilford, CT 06437
203-738-0026

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Morgan Stanley Financial Advisors

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-661-3330

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Carl Martin Christie - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-291-9160

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Resolute Point Private Wealth - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

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A.J. Garstang - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

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Daniel Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7143

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Edward Jones - Financial Advisor: John Bairos

316 Boston Post Rd
Ste Unit 1

Waterford, CT 06385
860-440-6741

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David P Gershoni - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1816

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Allstate Personal Financial Representative: Jose Galavis

3900 Main St

Bridgeport, CT 06606
203-550-6771

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Envision Financial Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1043

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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

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

One State Street
Suite 1600

Hartford, CT 06103
860-275-8036

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Christopher L Fry - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

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David Hannah - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7151

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Jeffrey Leone - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
860-289-9200

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Jonathan E Snyder - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2168

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Matthew A Carrara - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6985

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

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

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Matthew Bragg - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1537

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Christopher Maciejak - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

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Peter E Bergendahl - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
860-444-9302

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Sara Thorson - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4644

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Coastal Wealth Management - Ameriprise Financial Services, LLC

56 Williams Ave

Mystic, CT 06355
860-245-0251

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Jonathan Ingalls - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2138

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The Castle Group - Morgan Stanley

500 Post Road East

Westport, CT 06880
203-221-6010

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Jean Roccon Rohm, CPM - UBS Financial Services Inc.

UBS Financial Services Inc.
2 Union Plaza

New London, CT 06320
860-437-2006

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Matthew Ellis - Ameriprise Financial Services, LLC

945 Main St
Ste 305

Manchester, CT 06040
860-533-0063

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John M Picard - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-407-8189

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Philip R Gordon - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0707

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Sherrie L Deveau - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1503

East Hartford, CT 06108
860-290-8880

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Richard J Vogler - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7272

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Justin Bernier - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7104

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Mark Jones - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

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Lee Hunter - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4344

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Debra Steinmetz - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

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David Bouffard - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

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Greco Wealth Management Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4646

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Integrated Wealth Management - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8037

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Karl Mergenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6072

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Wilsons Leather

20 Killingworth Tpke
Ste 232A

Clinton, CT 06413
860-664-9007

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Patrick J Skelly - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1832

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Christian Morgan - Ameriprise Financial Services, LLC

227 Monroe Tpke
Ste 1

Monroe, CT 06468
203-261-7526

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Aggie Valenta - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4906

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Hughes/Gorman Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7022

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Michael Chaffee - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
203-386-1997

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Stuart Gollomp - Ameriprise Financial Services, LLC

10 Wright St
1st Fl

Westport, CT 06880
203-349-4355

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Joel E Blum - Ameriprise Financial Services, LLC

191 Main St

Old Saybrook, CT 06475
860-391-0299

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Steven John Sheridan - Ameriprise Financial Services, Inc.

63 High St

Suffield, CT 06078
860-668-4040

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Katrin Tazza - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3027

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Ginny Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6956

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Morgan Stanley Financial Advisors

741 Boston Post Rd

Madison, CT 06443
203-499-4900

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Anne Bensel - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-861-5748

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Eric Carter - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1073

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Michael Deskin - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4942

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John Nelson - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4348

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Matthew Clements - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
203-386-1997

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

25 Concord St

Glastonbury, CT 06033
860-659-8145

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BAUER WEALTH MANAGEMENT GROUP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1024

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Steven Hahn - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

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Peter Razzino - Ameriprise Financial Services, LLC

4 Corporate Dr
Ste 480

Shelton, CT 06484
203-225-0805

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John D Eng - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7100

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Peter Grave - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6054

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Tailored Cents

366 Buena Vista Road

Fairfield, CT 06825
860-202-7102

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Thomas LaPointe - Ameriprise Financial Services, LLC

963 Hopmeadow St

Simsbury, CT 06070
860-651-5969

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Al Baran - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

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River Valley Wealth Management - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7272

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Steven Haas - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

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Manly Church - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2017

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Patrick Kennedy - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7174

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Earle Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7141

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Christopher M Pekala - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
860-436-9444

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Matthew Webber - Ameriprise Financial Services, LLC

1495 Black Rock Tpke
Ste 2A

Fairfield, CT 06825
203-307-5237

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Kevin M Prell - Ameriprise Financial Services, LLC

963 Hopmeadow St

Simsbury, CT 06070
860-651-5969

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Jeffrey Benaitis - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7134

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Steve Lewine - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6035

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Thomas P Collins Jr - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

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Pam McGinley - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-861-5712

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Matthew Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0244

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Nisha B Chisena - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6960

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Joshua Broder - Ameriprise Financial Services, LLC

430 Highland Ave

Cheshire, CT 06410
203-823-9114

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Eckert Wealth Management Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1087

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Parker Wealth Management

360 Bloomfield Avenue,
Suite 301

Windsor, CT 06095
860-432-5802

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Morgan Stanley Financial Advisors

1229 Post Road

Fairfield, CT 06824
203-319-5140

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David Ring - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

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Peter Velcofsky - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

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The Markey Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6900

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Geno Antosh - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-788-2415

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Brett Coltman - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1040

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Kevin Porter, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1017

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Giuseppe Mancini - Ameriprise Financial Services, Inc.

1783 Meriden-Waterbury Tpke

Plantsville, CT 06467
860-426-9950

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Matthew A Lubanko - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2163

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Edward Jones - Financial Advisor: Karen T Leonard

4 Bridge St
Suite 1

New Hartford, CT 06057
860-379-2990

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Robert Cusano - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8028

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Joseph Thornton - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

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Will Canning - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
860-444-9308

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Sharon Leigh Alleman, CFP - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4656

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Richard H. Streisfeld - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3001

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Tuttle-Hires Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4807

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John T Daddona - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3032

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The Jorgensen Group - Morgan Stanley

225 Asylum St
14th Floor

Hartford, CT 06103
860-275-0711

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Arnel Gonzales - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
203-349-4347

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Kurt Tiefenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6065

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BitX Funding

1700 Post Road
Suite B-10

FAIRFIELD, CT 06824
203-763-1430

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The Keelers Ridge Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7025

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The Walz Team - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4939

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Valerie B Dugan - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0779

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Thomas Ross - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0848

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Michael Tangney - Ameriprise Financial Services, Inc.

111 Founders Plz
Ste 1503

East Hartford, CT 06108
860-290-8880

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Charles Kaywood - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2175

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Urso & Rahmeier

35 Cold Spring Road
Suite 312

Rocky Hill, CT 06067
860-563-2727

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Morgan Stanley Financial Advisors

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7100

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Ned Kelly - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5146

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Tack Simmons - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6903

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Lewis Kasowitz - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6924

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Wanda Short - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

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THE IST GROUP - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5173

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Edward Jones - Financial Advisor: Cheryl D Ranney, AAMS"

137 Hazard Ave
Suite 3

Enfield, CT 06082
860-745-3440

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Theodore C Bartosiak - Ameriprise Financial Services, LLC

91 S Main St

West Hartford, CT 06107
860-521-4470

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Robert L Taylor Jr - Ameriprise Financial Services, LLC

2 North St
Ste 3

Wolcott, CT 06716
203-441-4412

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Derek Angus - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6979

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Derek Packett - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

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Betsy Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0245

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Matt Sykes - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4622

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Kate Daly Rietberg - Ameriprise Financial Services, LLC

12 Devine Rd

Suffield, CT 06078
860-254-5099

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Morgan Stanley Financial Advisors

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0700

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Morgan Stanley Financial Advisors

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6900

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James Hurley Jr. - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3031

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Amy Gillis - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1008

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Jill Orlando - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-705-4225

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Edward Jones - Financial Advisor: Chris Manimbo

1111 Summer St
Suite 402A

Stamford, CT 06905
203-324-4308

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Laura Fish-Kelly - Ameriprise Financial Services, LLC

180 Glastonbury Blvd
Ste 105

Glastonbury, CT 06033
860-421-3330

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Timothy Kelly - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

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Edward Jones - Financial Advisor: Mark I Wolverton, AAMS"

520 Hartford Tpke
Suite N

Vernon Rockville, CT 06066
860-871-4171

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Terence "TJ" Markey - Morgan Stanley

4 Landmark Square 2nd
3rd Floor

Stamford, CT 06901
203-326-6912

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Corey Seaquist - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4913

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Thomas Fruin - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7145

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Kirk Knudsen, CFP - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3315

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David Mills - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7285

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

2 Union Plaza

New London, CT 06320
860-437-2055

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Holly Cao - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4887

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Leslie Williams - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5163

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Alexander Fredericks - Ameriprise Financial Services, Inc.

57 North St
Ste 208

Danbury, CT 06810
203-748-3751

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Richard Jacoby - Morgan Stanley

4 Landmark Square 2nd
3rd Floor

Stamford, CT 06901
203-326-6951

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Rob DeWaele - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6040

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Kevin A Tucker - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-983-5526

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Ted Davis - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

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Michael Domingos - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

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Adriatic Wealth Management LLC

14 Betmarlea Rd

Norwalk, CT 06850
646-251-8602

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The Panza Wheway Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4060

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Leigh King - Ameriprise Financial Services, LLC

963 Hopmeadow St

Simsbury, CT 06070
860-651-5969

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

UBS Financial Services Inc.
2 Union Plaza

New London, CT 06320
860-444-6500

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Ashley Noonan

151 Washington Ave.

North Haven, CT 06473
203-234-6578

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Anthony Salerno - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-604-1127

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Joan Kenney-Romano - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

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Alfred Loomer - Ameriprise Financial Services, Inc.

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7130