Financial Professionals Vernon Rockville CT
Local resource for financial professionals in Vernon Rockville. Includes detailed information on local financial professionals and professional accountants, as well as advice and content on specialists that offer financial consulting.
Panfilo Guglielmi
Advanced Capital Advisors, LLC
860-633-5559
628 Hebron Ave., Bld. 2
Glastonbury, CT
Panfilo Guglielmi
Advanced Capital Advisors, LLC
860-633-5559
628 Hebron Ave., Bld. 2
Glastonbury, CT 06033
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS
Data Provided by:
Martha Kapouch
More For Less Financial Solutions, L.L.C.
(860) 521-7779
88 Van Buren Avenue
West Hartford, CT
Martha Kapouch
More For Less Financial Solutions, L.L.C.
(860) 521-7779
88 Van Buren Avenue
West Hartford, CT 06107
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BA, MBA
Data Provided by:
Douglas Wheat
Family Wealth Management, Inc.
413-313-0030
1 Monarch Place
Springfield, MA
Douglas Wheat
Family Wealth Management, Inc.
413-313-0030
1 Monarch Place
Springfield, MA 01144
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Advising Medical Professionals, Estate & Generational Planning Issues, Socially Responsible Investments, Special Needs Planning
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
Russell Wayne
Sound Asset Management, Inc.
(203) 222-9370
5 Glen Lane, East Wing
Weston, CT
Russell Wayne
Sound Asset Management, Inc.
(203) 222-9370
5 Glen Lane, East Wing
Weston, CT 06883
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Middle Income Client Needs, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA
Data Provided by:
Panfilo Guglielmi
Advanced Capital Advisors, LLC
(203) 255-0504
140 Sherman Street, 4th FL
Fairfield, CT
Panfilo Guglielmi
Advanced Capital Advisors, LLC
(203) 255-0504
140 Sherman Street, 4th FL
Fairfield, CT 06824
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS
Data Provided by:
Mark Briggs
Briggs Wealth Management, LLC
(860) 633-8988
59 Sycamore Street
Glastonbury, CT
Mark Briggs
Briggs Wealth Management, LLC
(860) 633-8988
59 Sycamore Street
Glastonbury, CT 06033
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Tax Planning, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS
Data Provided by:
Rick Shapiro
Investment & Financial Counselors, LLC
(860) 232-4121
998 Farmington Avenue, Suite 202
West Hartford, CT
Rick Shapiro
Investment & Financial Counselors, LLC
(860) 232-4121
998 Farmington Avenue, Suite 202
West Hartford, CT 06107
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CMFC, CPA/PFS, MST
Data Provided by:
Richard Chase
Family Wealth Management, Inc.
413-313-0030
1 Monarch Place
Springfield, MA
Richard Chase
Family Wealth Management, Inc.
413-313-0030
1 Monarch Place
Springfield, MA 01144
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, Estate & Generational Planning Issues, High Net Worth Client Needs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CPA/PFS
Data Provided by:
Jeffrey Mehler
Jeffrey N. Mehler, CFP LLC
(860) 767-9700
147 Westbrook Road
Essex, CT
Jeffrey Mehler
Jeffrey N. Mehler, CFP LLC
(860) 767-9700
147 Westbrook Road
Essex, CT 06426
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA
Data Provided by:
Paul Pignone
Boston Retirement Advisors, LLC
(203) 453-2806
720 Goose Lane
Guilford, CT
Paul Pignone
Boston Retirement Advisors, LLC
(203) 453-2806
720 Goose Lane
Guilford, CT 06437
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, High Net Worth Client Needs, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, ChFc, CLU, CSA
Data Provided by:
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