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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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Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355

860-245-5078

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Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford, CT 06902

203-714-9900

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Rob Hoynes

Hoynes Financial Group, LLC

1157 Highland Ave
Suite 105

Cheshire, CT 06410

203-271-0222

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Charles Helme

BH Asset Management, LLC

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

Greenwich, CT 06831

203-987-6227

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Beth London

Edelman Financial Engines, LLC

74 Batterson Park Road
2nd Floor

Farmington, CT 06032

860-269-3330

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Douglas A. Kartsen

DAK Financial Services

11 Wintergreen Ln

Avon, CT 06001

860-269-8130

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Robert Tubridy

CT Financial Partners

447 Naubuc Ave
Suite 109

Glastonbury, CT 06033

860-430-9064

List of Additional Retirement Planners in Connecticut*

* Additional advisor listing is provided in partnership with Yext

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Boundless Financial Solutions - Eric Stroehle

135 Day Street
Suite 1C

Newington, CT 06111
860-229-8409

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Adriatic Wealth Management LLC

1266 E Main St
Suite 7004

Stamford, CT 06902
203-539-6256

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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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Christopher Coppola III - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

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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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Beat Ryff

500 East Main Street

Branford, CT 06405
203-483-3132

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Boundless Financial Solutions

135 Day Street
Suite 1C

Newington, CT 06111
860-229-8409

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Anthony Fabrizio

1055 Post Road

Fairfield, CT 06824
203-254-5141

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Joseph Irizarry - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

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Elizabeth Linderman - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0717

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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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BitX Funding

1700 Post Road
Suite B-10

FAIRFIELD, CT 06824
203-763-1430

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The JH Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6900

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Chad D Lombardi - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2162

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Pamela E. Kiernan - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7111

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Morgan Stanley Financial Advisors

5 Fort Rachel Place

Mystic, CT 06355
860-536-8118

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Nancy S Daoud - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

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Matthew A Carrara - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6985

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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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Edward Jones - Financial Advisor: Sandra Larson

28 Market Square

Newington, CT 06111
860-665-0346

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Ross Mannino - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
203-661-1817

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Lee Hunter - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4344

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Joseph Thornton - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

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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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Terence "TJ" Markey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4803

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Matthew Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0244

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

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

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Philip Bensley - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

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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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The Gottlieb Group - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5161

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Charles Olson

1310 Silas Deane Highway

Wethersfield, CT 06109
860-280-2688

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Eric Moreira

15 Chesterfield Rd
Ste 1

East Lyme, CT 06333
860-691-3082

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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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The G & R Group - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
860-275-0700

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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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William Lewis - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7276

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Holly Cao - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4887

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Jacob Betteridge

470 Bank St

New London, CT 06320
860-444-4903

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Henry Cooperman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3041

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Allstate Personal Financial Representative: Theodore Grieder

1880 E Main St

Waterbury, CT 06705
203-757-9009

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Dan Donato - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2110

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Thomas Ross - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0848

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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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Pam McGinley - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-861-5712

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The Boudreau Murphy Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7025

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Real Estate - Demo

30 Hebron Ave
Building E

Glastonbury, CT 06033
860-951-2033

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Allstate Personal Financial Representative: Richard Sklenka

298 S Main St

East Windsor, CT 06088
860-677-4952

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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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The Neville Group - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
860-275-0777

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Philip R Gordon - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0707

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Patrick O'Connor

61 Shunpike Rd

Cromwell, CT 06416
860-638-4412

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Ashley Noonan

127 Washington Ave

North Haven, CT 06473
203-234-6578

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Lisa Abdel-Samed

8 E High St

East Hampton, CT 06424
860-645-1950

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Paul Duquette

834 Washington St

Middletown, CT 06457
860-638-4407

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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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Jeff Gaggin - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4839

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Karen Goersch - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4351

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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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Kyle W. Egress - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7144

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Nisha B Chisena - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6960

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RGB Financial

16 Spring Lane

Farmington, CT 06032
860-678-7350

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Kathryn Genovese

1187 Boston Post Rd

Westbrook, CT 06498
860-399-3193

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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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Rob DeWaele - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6040

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Howard Financial & Associates

105 Prospect Ave

West Hartford, CT 06106
860-236-4228

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Dominick Santoro | LPL Financial

83 Wooster Heights Road
Suite 125

Danbury, CT 06810
203-431-2224

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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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David Hannah - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7151

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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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Opus: Advice First - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

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Alexander Davidson - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4855

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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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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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Frank Lockwood - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7257

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Scranton Financial Group

1921 Boston Post Road
#8

Westbrook, CT 06498
860-399-8202

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Christopher Borajkiewicz - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

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Optimum Retirement

12 Roosevelt Ave

Mystic, CT 06355
860-980-3168

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Gary W Klingner - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0807

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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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Glowka Wealth

122 Main Street
Suite 301

New Britain, CT 06051
860-801-6046

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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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Doug Veillette - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2109

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Kanner Financial Services

116 Washington Ave
3rd Fl.

North Haven, CT 06473
203-239-5370

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Connect Financial Group, LLC

30 Suffield Street

Windsor Locks, CT 06096
860-640-0668

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Valerie B Dugan - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0779

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Cetera Investors - Richard Risley

111 Founders Plaza
Suite 300

East Hartford, CT 06108
860-282-4600

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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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Matt Sykes - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4622

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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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Will Canning - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
860-444-9308

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Jordan Sullivan

2165 Dixwell Avenue

Hamden, CT 06514
203-288-2932

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Karl M Anderson - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3037

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Andrew Deck - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5141

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Naomi Bourque

119 East Putnam Avenue

Cos Cob, CT 06807
203-861-4042

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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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Bryan Lauriat - Ameriprise Financial Services, LLC

628 Hebron Ave
Ste 301

Glastonbury, CT 06033
860-430-1780

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Lewis Kasowitz - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6924

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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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Andrew Armour Bassock - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1595

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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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Eric Drake - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6071

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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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Joan Kenney-Romano - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

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The TOPP Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-226-4731

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Theodore Schaaf

117 Boston Post Rd

Waterford, CT 06385
860-440-4291

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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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Edward Kwiatkowski - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6066

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James Pelgrift - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3090

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Thomas E Hobin

194 Amity Rd

Woodbridge, CT 06525
203-389-3990

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Stefano Cacciola

1310 Silas Deane Highway

Wethersfield, CT 06109
860-257-0772

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Covenant Wealth Advisers

345 Highland Avenue
Unit 101

Cheshire, CT 06410
203-271-9114

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Goosehead Insurance - Benjamin Hoisington

57 Dodge Ave

North Haven, CT 06473
860-724-4168

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Alexandre Demetrio - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2003

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Christopher Richards - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6097

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Erin Candler

40 Quality Street

Trumbull, CT 06611
203-338-7202

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Stifel | Spring Wealth Management Group

38 East Main Street

Mystic, CT 06355
860-440-3373

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Joseph J Matthews - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5165

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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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Joann Keller

850 Main Street

Bridgeport, CT 06604
203-338-7153

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Michael J. Bilby - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5185

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Kate Daly Rietberg - Ameriprise Financial Services, LLC

12 Devine Rd

Suffield, CT 06078
860-254-5099

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Stephen Sayegh

500 Shelton Avenue

Huntington, CT 06484
203-926-8356

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Glenn Ufland - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-407-8189

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Joshua Broder - Ameriprise Financial Services, LLC

430 Highland Ave

Cheshire, CT 06410
203-823-9114

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Lester Butnick - Ameriprise Financial Services, LLC

224 New London Tpke

Glastonbury, CT 06033
860-652-9227

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David R Adams - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4863

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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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Sabrina Angiolillo

1055 Post Road

Fairfield, CT 06824
203-256-4290

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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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Edmund Tuska

3395 Main Street

Stratford, CT 06614
203-338-7206

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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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Christopher Dursi

143 Federal Road

Brookfield, CT 06804
203-359-6039

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George M. Seiler - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5151

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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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Matthew Couzens - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

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ProEast Asset Management

225 Oakland Road
Unit 101

South Windsor, CT 06074
860-432-7233

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Richard H. Streisfeld - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3001

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Daniel Buzzanca

1940 Black Rock Turnpike

Fairfield, CT 06824
203-338-7108

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Robert Daly

401 Monroe Turnpike

Monroe, CT 06468
203-261-1232

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Brett Cavalieri - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4861

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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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Carlton Higbie - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4643

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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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Grant Ulrick Stratos Wealth Partners

105A Newtown Road
Suite 5

Danbury, CT 06810
203-617-1501

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Christian A Templeman - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4882

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Robert Maquat

850 Main Street

Bridgeport, CT 06604
203-661-7397

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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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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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Pennell Wealth Advisors

200 Mountain Road
Suite 2

Farmington, CT 06032
860-674-0603

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Steve Lewine - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6035

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Matson Financial Advisors, Inc.

4 Mountainview Terrace
Suite 104

Danbury, CT 06810
203-743-0131

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

2 Union Plaza

New London, CT 06320
860-437-2034

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Boone Macaluso Partners - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3384

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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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Harpin Capital Mgmt., LLC

14 Plains Road

Essex, CT 06426
888-387-1149

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Robert Baptist

371 Post Road East

Westport, CT 06880
203-254-5150

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John Grayeski

40 Quality Street

Trumbull, CT 06611
203-338-7203

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Garett Ceraso

1022 High Ridge Road

Stamford, CT 06905
203-968-2812

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Amy Mooney - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4841

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Jeff Jolly - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

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Ned Kelly - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5146

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Paul Duquette

40 Welles Street

Glastonbury, CT 06033
860-633-2731

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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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William Curry - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4877

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Uptal Parekh

1013 Farmington Avenue

West Hartford, CT 06107
860-280-2999

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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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Jeffrey Benaitis - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7134

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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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Mario Bartoli

190 Broad Street

Milford, CT 06460
203-876-8438

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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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Cassandra Marie Ducey, CFP - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2112

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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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Robert J Lucarelli - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

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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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Hartford, CT Branch Office - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1500

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James Mc Cabe - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

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Morgan Stanley Financial Advisors

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-661-3330

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Samuel M Fox IV - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1808

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Richard Rohr - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7242

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Christopher L Fry - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

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Richard J D'Amato - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-628-5813

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A.J. Garstang - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

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MJC Wealth Management - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
203-386-1997

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Michael Snow - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2146

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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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Laura Fish-Kelly - Ameriprise Financial Services, LLC

180 Glastonbury Blvd
Ste 105

Glastonbury, CT 06033
860-421-3330

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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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Peter Velcofsky - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

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Richard R Mc Mahon - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2132

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Lawrence B Schiffman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3023

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J. Powers Shepard - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6928

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John Nelson - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4348

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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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Matthew Bragg - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1537

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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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The Ceccarelli Hursh Group - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-387-1211

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Michael Long - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0757

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The Centre Harbour Group - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4681

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Jason Warnke - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0007

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Norman Cotteleer - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-289-2301

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Terry F Markey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4884

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James Parker, CRPC - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2108

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Jonathan Ingalls - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2138

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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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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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Denise Manning - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2140

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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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Michael Chaffee - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
203-386-1997

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Sean Allen - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

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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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Sherrie L Deveau - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1503

East Hartford, CT 06108
860-290-8880

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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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Richard J Vogler - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7272

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William Andrian

221 Norwich -New London Tpke

Uncasville, CT 06382
860-848-1208

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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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Diane Lee Bearce - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
203-755-2222

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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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First Command Financial Advisor - Bill Eldridge

400 Bayonet St
Suite 306

New London, CT 06320
860-437-1230

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John Ryan - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2122

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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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Morgan Stanley Financial Advisors

741 Boston Post Rd

Madison, CT 06443
203-499-4900

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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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Bunting and Somma - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

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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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Matthew Clements - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
203-386-1997

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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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Theresa Cavalier

15 South Main St.

West Hartford, CT 06107
203-974-5175

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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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Nicholas Difalco - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4350

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Brian Maitland

856 Cromwell Ave

Rocky Hill, CT 06067
860-257-0738

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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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Charles Weidmuller - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4892

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Raymond Panek

318 State Street

Bridgeport, CT 06604
603-334-6735

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Marc Dynder - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

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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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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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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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Paul Scileppi - Ameriprise Financial Services, LLC

850 Farmington Ave

Farmington, CT 06032
860-284-9882

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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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Earle Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7141

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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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Camille Gagliardi - Ameriprise Financial Services, LLC

57 N Main St

West Hartford, CT 06107
860-313-1313

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Edward Pardon - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4338

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Morgan Stanley Financial Advisors

1229 Post Road

Fairfield, CT 06824
203-319-5140

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The Harbor Pilot Group - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-772-3970

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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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The Walz Team - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4939

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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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Robert Cusano - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8028

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Corey Seaquist - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4913

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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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Allan Jay - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0844

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Hughes/Gorman Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7022

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Betsy Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0245

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Arnel Gonzales - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
203-349-4347

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The Waterline Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-661-3330

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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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Richard J. Smalley - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4834

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John Read

23 Broadway Ave

Mystic, CT 06355
860-572-4767

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Susan Sheinhaus - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6948

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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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Amy Gillis - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1008

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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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Allstate Personal Financial Representative: Christopher Sprague

767 Wolcott St

Waterbury, CT 06705
267-218-1965

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Robert Patten - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
860-572-2581

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Robert Lenihan - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7275

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Michael Shannon Stryker - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2045

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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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John M Picard - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-407-8189

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The Fairchester Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-661-3330

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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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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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Patrick J Skelly - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1832

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David Johnson - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5181

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The Kyriakos Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-326-7108

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Kurt Tiefenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6065

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Bo Zhang - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7016

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Allstate Personal Financial Representative: Albert Pignatello

20 Maple Street Ext

Kent, CT 06757
860-927-3399

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Kim Bechtold - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4333

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Fasi Wealth Management - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8006

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

UBS Financial Services Inc.
2 Union Plaza

New London, CT 06320
860-437-2003

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Allstate Personal Financial Representative: John Patterson

360 E Center St

Manchester, CT 06040
860-647-8118

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Jonathan Frucce, CFP - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1572

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Christopher Dibble - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4860

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Georgetown Financial Group Inc.

73 Redding Road

Redding, CT 06896
203-544-9300

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The Perry Egress Group - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7149

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Leslie Williams - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5163

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The Snetro Group - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2115

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Marc D Danais - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0751

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Steven Rountos - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3039

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George Welker III - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3038

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Steven W. Sherman - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6009

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The Gioffre Group - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3080

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Laurie Golden-Jeffrey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4817

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Corinne H James - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4673

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Richard Jacoby - Morgan Stanley

4 Landmark Square 2nd
3rd Floor

Stamford, CT 06901
203-326-6951

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Morgan Stanley Financial Advisors

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-772-3970

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Mark Benedict - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
860-572-2564

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Dora Sung - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4842

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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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Paul D Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0819

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Frederick W Booth - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2190

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Steven M Caputo - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6912

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New England Payroll Services,LLC

3190 Whitney Avenue
Building 8

Hamden, CT 06518
203-287-5427

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Sally A Ferris - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5174

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The Ridgefield Group - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3032

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John D Eng - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7100

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Long River Wealth Management - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-275-8067

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Haggerty Financial Partners - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3353

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Ginny Greatsinger - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6956

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C. Avery Buell - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0725

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Eric Peterson - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2133

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The Willow Group - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7138

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Anders J. Hurst - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7042

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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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Abby Wolman McElroy, CFP® - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6060

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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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The Jorgensen Group - Morgan Stanley

225 Asylum St
14th Floor

Hartford, CT 06103
860-275-0711

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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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Tuttle-Hires Group - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4807

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Barbara Arelt - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4857

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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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Adelio Gallucci - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2198

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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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Barbara Ludlow Taussig - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0715

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Sara Thorson - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4644

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Rick Krollman - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5179

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Wendy C Wheeler - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2181

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Karl Mergenthaler - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6072

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Ryan Gildersleeve - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-356-0878

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The 1842 Group - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5140

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Michael Deskin - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-499-4942

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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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Peter Ferdinand - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4642

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Lori Jabara - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3021

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Jeremy Bean - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3002

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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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Galloway/Capobianco - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-772-3970

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Morgan Stanley Financial Advisors

125 Eugene O'Neill Drive, 1st
Fl

New London, CT 06320
860-444-9300

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The Tassone / Volpe Group - Morgan Stanley

5 Fort Rachel Place

Mystic, CT 06355
860-572-2426

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KT Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6066

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Paul Selinger - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4639

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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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Tack Simmons - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6903

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George Getz - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4881