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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

Robert Tubridy

CT Financial Partners

180 Glastonbury Blvd.
Suite 102

Glastonbury, CT 06033

860-430-9064

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

Coastal Wealth Management

Coastal Wealth Management

56 Williams Avenue

Mystic, CT 06355

860-245-0251

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

Michael Thompson

LPL Financial

110 Washington Ave. 3rd Floor

North Haven, CT 06473

203-500-8527

Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford, CT 06902

203-714-9900

List of Additional Retirement Planners in Connecticut*

* Additional advisor listing is provided in partnership with Yext

Boundless Financial Solutions - Eric Stroehle

135 Day Street
Suite 1C

Newington, CT 06111
860-229-8409

Christopher Coppola III - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Six Point Wealth Advisors - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

Centurion Wealth Management - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-823-9114

Patrick Morrow - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6063

Bunting and Somma - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Daniel Freddino - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

Century Wealth Partners - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3339

Boundless Financial Solutions

135 Day Street
Suite 1C

Newington, CT 06111
860-229-8409

Edward Jones - Financial Advisor: Martin Engstler, CFA®

88 Main St South
Suite B202

Southbury, CT 06488
203-264-1925

David Berube - Ameriprise Financial Services, LLC

63 High St

Suffield, CT 06078
860-668-4040

Mark Benedict - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
860-572-2564

Bolton Financial, LLC

360 Bloomfield Ave.
Suite 402

Windsor, CT 06095
860-298-1011

Norman Cotteleer - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-289-2301

Cathy A Briggs - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4852

David A. Munoz

30 W. Elm Street Suite 200
2nd Floor

Greenwich, CT 06830
914-874-2581

Thomas Locastro - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
203-349-4325

David Janny - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6093

Michael Pici - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8081

Diane Lee Bearce - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

James J Reilly - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4858

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

122 Prospect Hill Rd
Sofia's Plaza Suite 14

East Windsor, CT 06088
860-758-7793

Morgan Stanley Financial Advisors

5 Fort Rachel Place

Mystic, CT 06355
860-536-8118

Allstate Personal Financial Representative: Kennedy Martin

131 Hartford Ave

East Granby, CT 06026
860-712-1939

First Suffield Bank | a division of PeoplesBank

1380 Mountain Road

West Suffield, CT 06093
860-668-3958

Brian Jay - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7020

Edward Jones - Financial Advisor: Sue Banville

970 Farmington Avenue

West Hartford, CT 06107
860-521-2119

Ross Mannino - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
203-661-1817

Lusardi Wealth Management - UBS Financial Services Inc.

One State St.
Ste. 1600

Hartford, CT 06103
860-275-8051

The Bassock Wealth Management Team - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1595

Carlton Higbie - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4643

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

57 North St
Ste 208

Danbury, CT 06810
203-748-3751

Sean Kelley, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1038

Theodore Schaaf

117 Boston Post Rd

Waterford, CT 06385
860-440-4291

Riverview Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

Steven Greco, CIMA - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1531

Maria Laviola - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2129

William Lewis - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7276

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

The McCormick Group - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7130

Karen Goersch - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4351

The Landmark Group - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6944

Timothy Romano Jr. - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6082

Dan Donato - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2110

Edward Jones - Financial Advisor: Karen T Leonard

4 Bridge St
Suite 1

New Hartford, CT 06057
860-379-2990

Barbara Ludlow Taussig - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0715

David Lalich - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-275-8310

Taylor Thompson, Bankers Life Agent

6 Vista Dr
Ste 101

Old Lyme, CT 06371
614-942-7043

Real Estate - Demo

30 Hebron Ave
Building E

Glastonbury, CT 06033
860-951-2033

NH Investment Management

12 Roosevelt Ave
Mystic Packer Suites, 1st floor

Mystic, CT 06355
860-822-3643

Executive Wealth Consulting Partners - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4649

PeoplesBank

1 Turkey Hills Road

East Granby, CT 06026
860-653-9416

Kyle W. Egress - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7144

C. Avery Buell - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0725

Peter Krzyzek - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7150

Edward Jones - Financial Advisor: Bosmat Cohen

100 Hinman St
Ste 4

Cheshire, CT 06410
203-718-0001

James Munro - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2159

Connecticut Capital Managment Group, LLC

2 Schooner Lane
Unit 1-12

Milford, CT 06460
203-877-1520

Allstate Personal Financial Representative: John Patterson

360 E Center St

Manchester, CT 06040
860-647-8118

Peter Ferdinand - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4642

Jeffrey H. Gaggin - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4839

Robert Somma - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

McCary Anheuser Wealth Management

15 North Main Street
Suite 100

West Hartford, CT 06107
860-761-1000

Christian A Templeman - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4882

Cammi Oyabe - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7157

Lee Dimon - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3000

RGB Financial

16 Spring Lane

Farmington, CT 06032
860-678-7350

Cheryl M Chapis - Ameriprise Financial Services, LLC

53 Linwood St

Bristol, CT 06010
203-732-5161

John Read

23 Broadway Ave

Mystic, CT 06355
860-572-4767

Hyman Glasman

53 Greenwich Ave

Greenwich, CT 06830
203-389-3983

Alexander Bijanada - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1831

Howard Financial & Associates

105 Prospect Ave

West Hartford, CT 06106
860-236-4228

Donald Piecuch - Ameriprise Financial Services, Inc.

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

Paul D Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0819

Barnum Financial Group's Center For College Planning

225 High Ridge Road

Stamford, CT 06905
203-513-6127

Marti Marache - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4629

Robert Ceccarelli - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1827

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

Henry Cooperman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3041

Farmingbury Financial Services, LLC

724 Wolcott Road
Suite 5

Wolcott, CT 06716
203-879-1994

Stratos Wealth Partners

8 Wright Street
Suite 107

Westport, CT 06880
203-293-1790

RJS Financial Group

41 Kings Highway Box 3

Gales Ferry, CT 06335
860-464-0433

Spurstone

15 Ensign Drive

Avon, CT 06001
860-264-1111

Stifel | Metcalf, Cole & Masopust Wealth Management Group

465 Heritage Road
Suite 2

Southbury, CT 06488
203-586-4505

Nicholas Difalco - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4350

Nicholas Guiditta - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

Fiscal Dynamics, Inc

314 Farmington Ave

Farmington, CT 06032
860-677-1753

Raymond Wealth Management

360 North Main St
Suite 4

Southington, CT 06489
203-271-9220

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

Scranton Financial Group

1921 Boston Post Road
#8

Westbrook, CT 06498
860-399-8202

Paradigm Financial Partners

315 Post Road West

Westport, CT 06880
203-221-3085

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

Marc Dynder - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

Richard J. Smalley - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4834

Scott Mintz - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4614

Deborah Tata - Ameriprise Financial Services, LLC

530 Middlebury Rd
Ste 204B

Middlebury, CT 06762
203-758-2456

Elizabeth Linderman - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0717

William Curry - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4877

George M. Seiler - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5151

Glowka Wealth

122 Main Street
Suite 301

New Britain, CT 06051
860-801-6046

Kevin Edwards - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4850

The Mintz Wealth Management Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4614

Timothy Prete - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0718

Sophie Helenek - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4848

Kanner Financial Services

116 Washington Ave
3rd Fl.

North Haven, CT 06473
203-239-5370

Michael C Riley - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

Connect Financial Group, LLC

30 Suffield Street

Windsor Locks, CT 06096
860-640-0668

Cetera Investors - Richard Risley

111 Founders Plaza
Suite 300

East Hartford, CT 06108
860-282-4600

Robert E. Hill - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6086

Jonathan Root - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

David Johnson - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5181

Jonathan A Goldstein - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6077

William A Rasmussen - Ameriprise Financial Services, LLC

57 North St
Ste 208

Danbury, CT 06810
203-748-3751

Philip J Quagliariello - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6064

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

Robert Brody - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1050

Hammond Iles

100 Great Meadow Road
Suite 701

Wethersfield, CT 06109
860-258-2600

Ernest J Asprelli Jr. - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2164

Corinne H James - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4673

Clapboard Hill Private Wealth

1265 Post Road East

Westport, CT 06880
203-429-0406

Patrick Maloney - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7248

The Leapley Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6045

Assuredpartners NE LLC

11 Route 66

Columbia, CT 06237
860-633-0241

Adelio Gallucci - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2198

First Suffield Bank | a division of PeoplesBank

6 National Drive

Windsor Locks, CT 06096
860-627-6773

First Suffield Bank | a division of PeoplesBank

30 Bridge Street

Suffield, CT 06078
860-668-3950

Allstate Personal Financial Representative: Christopher Sprague

767 Wolcott St

Waterbury, CT 06705
267-218-1965

George Welker III - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3038

Bryan Lauriat - Ameriprise Financial Services, LLC

628 Hebron Ave
Ste 301

Glastonbury, CT 06033
860-430-1780

Humphrey & Roccon Wealth Management - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2008

Henry Cormier - Ameriprise Financial Services, LLC

850 Farmington Ave

Farmington, CT 06032
860-284-9882

Camille Gagliardi - Ameriprise Financial Services, LLC

57 N Main St

West Hartford, CT 06107
860-313-1313

Andrew Armour Bassock - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1595

Allstate Personal Financial Representative: Jon Calkins

616 Poquonock Ave

Windsor, CT 06095
860-688-3000

Andrew Patrick Boone - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3362

Bellara & Associates L.L.C.

MERRITT 8 CORPORATE PARK 99 Hawley Lane
Ste.1400

Stratford, CT 06614
203-385-5137

Nobilis Wealth

243 Tresser Boulevard
17th Floor

Stamford, CT 06901
203-355-3641

Patrick J Shannon - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1805

Paula E Cohen - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

Ali M Girardi - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4845

Paul Duquette

40 Welles Street

Glastonbury, CT 06033
860-633-2731

Raymond Panek

318 State Street

Bridgeport, CT 06604
603-334-6735

The Cushman, Curry Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-661-3330

Covenant Wealth Advisers

345 Highland Avenue
Unit 101

Cheshire, CT 06410
203-271-9114

Nicole Bowler Pecknold - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Goosehead Insurance - Benjamin Hoisington

57 Dodge Ave

North Haven, CT 06473
860-724-4168

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

2 Union Plaza

New London, CT 06320
860-437-2003

Dianne Cicchetti - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6007

Stifel | Spring Wealth Management Group

38 East Main Street

Mystic, CT 06355
860-440-3373

James Mc Cabe - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

Healthtree Financial Fitness LLC

800 Union Ave

Bridgeport, CT 06607
888-559-2339

GYL Resnick

55 Post Rd. W
Suite 300

Westport, CT 06880
203-226-8262

Drescott Thompson - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1815

Michael J. Bilby - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5185

Nancy S Daoud - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

Neerab Shrestha

360 Bloomfield Ave
Suite 402

Windsor, CT 06095
860-992-5616

Elma Dunn, CRPC - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3314

ARCH Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4618

Christopher Cavallaro - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2110

Jason Cerniglia - Ameriprise Financial Services, LLC

56 Williams Ave

Mystic, CT 06355
860-245-0251

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

Micari Financial Group, LLC

101 Church Avenue

Bristol, CT 06010
860-261-4746

Darrell Fox - Ameriprise Financial Services, LLC

500 Bridge St
Ste 8

Groton, CT 06340
203-823-9114

Gilbert Garceau - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1016

Peter S. Humphrey - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2008

John Hursh - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1828

ProEast Asset Management

225 Oakland Road
Unit 101

South Windsor, CT 06074
860-432-7233

Brett Cavalieri - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4861

Anthony Corona - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3030

Keith Albert - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Keith Somers - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

Dora Sung - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4842

Grant Ulrick Stratos Wealth Partners

105A Newtown Road
Suite 5

Danbury, CT 06810
203-617-1501

William Robert Nemphos - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-407-8189

Michael L Feinstein - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-610-8234

Andrew L Cushman - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4679

Buxton Wealth Managment

33 Abbey Lane
Suite 3502

Danbury, CT 06810
561-333-7391

Burr Capital Advisors

10 North Main Street
Suite 213

West Hartford, CT 06107
860-678-6260

Cetera Investors - Ken Chase

111 Founders Plaza
Suite 300

East Hartford, CT 06108
860-282-4600

Pennell Wealth Advisors

200 Mountain Road
Suite 2

Farmington, CT 06032
860-674-0603

Matson Financial Advisors, Inc.

4 Mountainview Terrace
Suite 104

Danbury, CT 06810
203-743-0131

Roger Hueglin - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5195

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

2 Union Plaza

New London, CT 06320
860-437-2034

Boone Macaluso Partners - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3384

Jason Warnke - Ameriprise Financial Services, LLC

2 Mountain View Ave

Avon, CT 06001
860-470-0007

Granite Group Advisors

187 Danbury Rd

Wilton, CT 06897
203-210-7814

Marc D Danais - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0751

Gus Kalivas - Ameriprise Financial Services, LLC

44 Old Ridgefield Rd
Ste 216

Wilton, CT 06897
203-454-5400

Edward Jones - Financial Advisor: Jim Campbell

37 Maple Avenue

Windsor, CT 06095
860-688-0881

Daniel J. Wright - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4081

Phyllis F Long - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7122

CT Financial Partners

447 Naubuc Avenue
Suite 110

Glastonbury, CT 06033
860-213-8315

Matthew Kennelly - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Liberty Wealth Advisors

707 Summer Street
4th Floor

Stamford, CT 06901
203-323-6666

Edward Pardon - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4338

Main Street Financial Group, LLC

777 Echo Lake Road
Suite J

Watertown, CT 06795
860-945-2633

P.C. Planning & Benefits, Inc.

12 Rocklyn Ct.
Suite 101B

West Simsbury, CT 06092
860-651-1569

The Riven Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1009

Round Rock Advisors LLC

187 Danbury Rd
Suite 201

Wilton, CT 06897
203-920-4774

The Ceccarelli Hursh Group - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1826

Robert Patten - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
860-572-2581

Robert J Lucarelli - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Hartford, CT Branch Office - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1500

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

Eric Moreira

15 Chesterfield Rd
Ste 1

East Lyme, CT 06333
860-691-3082

David R Adams - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4863

First Command Financial Advisor - Kelly Gorreck

400 Bayonet St
Suite 306

New London, CT 06320
860-437-1230

Agemy Financial Strategies, Inc

1570 Boston Post Rd
Suite 400

Guilford, CT 06437
203-738-0026

Morgan Stanley Financial Advisors

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-661-3330

Carl Martin Christie - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-291-9160

Resolute Point Private Wealth - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

A.J. Garstang - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

Daniel Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7143

Edward Jones - Financial Advisor: John Bairos

316 Boston Post Rd
Ste Unit 1

Waterford, CT 06385
860-440-6741

David P Gershoni - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1816

Allstate Personal Financial Representative: Jose Galavis

3900 Main St

Bridgeport, CT 06606
203-550-6771

Envision Financial Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1043

Eng Zorena Wealth Consulting Group - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3343

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

One State Street
Suite 1600

Hartford, CT 06103
860-275-8036

Christopher L Fry - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

David Hannah - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7151

Jeffrey Leone - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
860-289-9200

Jonathan E Snyder - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2168

Matthew A Carrara - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6985

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

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Matthew Bragg - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1537

Christopher Maciejak - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Peter E Bergendahl - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
860-444-9302

Sara Thorson - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4644

Coastal Wealth Management - Ameriprise Financial Services, LLC

56 Williams Ave

Mystic, CT 06355
860-245-0251

Jonathan Ingalls - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2138

The Castle Group - Morgan Stanley

500 Post Road East

Westport, CT 06880
203-221-6010

Jean Roccon Rohm, CPM - UBS Financial Services Inc.

UBS Financial Services Inc.
2 Union Plaza

New London, CT 06320
860-437-2006

Matthew Ellis - Ameriprise Financial Services, LLC

945 Main St
Ste 305

Manchester, CT 06040
860-533-0063

John M Picard - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-407-8189

Philip R Gordon - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0707

Sherrie L Deveau - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1503

East Hartford, CT 06108
860-290-8880

Richard J Vogler - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7272

Justin Bernier - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7104

Mark Jones - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

Lee Hunter - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4344

Debra Steinmetz - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

David Bouffard - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

Greco Wealth Management Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4646

Integrated Wealth Management - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8037

Karl Mergenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6072

Wilsons Leather

20 Killingworth Tpke
Ste 232A

Clinton, CT 06413
860-664-9007

Patrick J Skelly - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1832

Christian Morgan - Ameriprise Financial Services, LLC

227 Monroe Tpke
Ste 1

Monroe, CT 06468
203-261-7526

Aggie Valenta - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4906

Hughes/Gorman Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7022

Michael Chaffee - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
203-386-1997

Stuart Gollomp - Ameriprise Financial Services, LLC

10 Wright St
1st Fl

Westport, CT 06880
203-349-4355

Joel E Blum - Ameriprise Financial Services, LLC

191 Main St

Old Saybrook, CT 06475
860-391-0299

Steven John Sheridan - Ameriprise Financial Services, Inc.

63 High St

Suffield, CT 06078
860-668-4040

Katrin Tazza - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3027

Ginny Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6956

Morgan Stanley Financial Advisors

741 Boston Post Rd

Madison, CT 06443
203-499-4900

Anne Bensel - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-861-5748

Eric Carter - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1073

Michael Deskin - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4942

John Nelson - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4348

Matthew Clements - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
203-386-1997

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

25 Concord St

Glastonbury, CT 06033
860-659-8145

BAUER WEALTH MANAGEMENT GROUP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1024

Paul Duquette

211 South Main Street
Unit #2

Middletown, CT 06457
860-638-4407

Steven Hahn - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Peter Razzino - Ameriprise Financial Services, LLC

4 Corporate Dr
Ste 480

Shelton, CT 06484
203-225-0805

John D Eng - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7100

Peter Grave - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6054

Tailored Cents

366 Buena Vista Road

Fairfield, CT 06825
860-202-7102

Thomas LaPointe - Ameriprise Financial Services, LLC

963 Hopmeadow St

Simsbury, CT 06070
860-651-5969

Al Baran - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

River Valley Wealth Management - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7272

Steven Haas - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

Manly Church - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2017

Patrick Kennedy - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7174

Earle Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7141

Christopher M Pekala - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
860-436-9444

Matthew Webber - Ameriprise Financial Services, LLC

1495 Black Rock Tpke
Ste 2A

Fairfield, CT 06825
203-307-5237

Kevin M Prell - Ameriprise Financial Services, LLC

963 Hopmeadow St

Simsbury, CT 06070
860-651-5969

Jeffrey Benaitis - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7134

Steve Lewine - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6035

Thomas P Collins Jr - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

Pam McGinley - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-861-5712

Matthew Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0244

Nisha B Chisena - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6960

Joshua Broder - Ameriprise Financial Services, LLC

430 Highland Ave

Cheshire, CT 06410
203-823-9114

Eckert Wealth Management Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1087

Parker Wealth Management

360 Bloomfield Avenue,
Suite 301

Windsor, CT 06095
860-432-5802

Morgan Stanley Financial Advisors

1229 Post Road

Fairfield, CT 06824
203-319-5140

David Ring - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Peter Velcofsky - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

The Markey Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6900

Geno Antosh - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-788-2415

Brett Coltman - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1040

Kevin Porter, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1017

Giuseppe Mancini - Ameriprise Financial Services, Inc.

1783 Meriden-Waterbury Tpke

Plantsville, CT 06467
860-426-9950

Matthew A Lubanko - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2163

Robert Cusano - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8028

Joseph Thornton - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

Will Canning - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
860-444-9308

Sharon Leigh Alleman, CFP - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4656

Richard H. Streisfeld - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3001

Tuttle-Hires Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4807

John T Daddona - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3032

The Jorgensen Group - Morgan Stanley

225 Asylum St
14th Floor

Hartford, CT 06103
860-275-0711

Arnel Gonzales - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
203-349-4347

Kurt Tiefenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6065

BitX Funding

1700 Post Road
Suite B-10

FAIRFIELD, CT 06824
203-763-1430

The Keelers Ridge Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7025

The Walz Team - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4939

Valerie B Dugan - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0779

Thomas Ross - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0848

Michael Tangney - Ameriprise Financial Services, Inc.

111 Founders Plz
Ste 1503

East Hartford, CT 06108
860-290-8880

Charles Kaywood - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2175

Urso & Rahmeier

35 Cold Spring Road
Suite 312

Rocky Hill, CT 06067
860-563-2727

Morgan Stanley Financial Advisors

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7100

Ned Kelly - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5146

Tack Simmons - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6903

Lewis Kasowitz - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6924

Wanda Short - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

THE IST GROUP - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5173

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

Derek Angus - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6979

Derek Packett - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

Betsy Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0245

Matt Sykes - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4622

Kate Daly Rietberg - Ameriprise Financial Services, LLC

12 Devine Rd

Suffield, CT 06078
860-254-5099

Morgan Stanley Financial Advisors

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0700

Morgan Stanley Financial Advisors

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6900

James Hurley Jr. - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3031

Amy Gillis - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1008

Jill Orlando - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-705-4225

Laura Fish-Kelly - Ameriprise Financial Services, LLC

180 Glastonbury Blvd
Ste 105

Glastonbury, CT 06033
860-421-3330

Timothy Kelly - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

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

520 Hartford Tpke
Suite N

Vernon Rockville, CT 06066
860-871-4171

Terence "TJ" Markey - Morgan Stanley

4 Landmark Square 2nd
3rd Floor

Stamford, CT 06901
203-326-6912

Corey Seaquist - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4913

Thomas Fruin - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7145

Michael Shannon Stryker - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2045

Kirk Knudsen, CFP - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3315

David Mills - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7285

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

2 Union Plaza

New London, CT 06320
860-437-2055

Holly Cao - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4887

Leslie Williams - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5163

Alexander Fredericks - Ameriprise Financial Services, Inc.

57 North St
Ste 208

Danbury, CT 06810
203-748-3751

Richard Jacoby - Morgan Stanley

4 Landmark Square 2nd
3rd Floor

Stamford, CT 06901
203-326-6951

Rob DeWaele - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6040

Kevin A Tucker - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-983-5526

Ted Davis - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

Michael Domingos - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Adriatic Wealth Management LLC

14 Betmarlea Rd

Norwalk, CT 06850
646-251-8602