Moving 401(k) Assets Simsbury CT
Rolling over 401(k) assets to an IRA incorrectly can cost you or your heirs a bundle in unexpected taxes and penalties. When you leave a job, you have to decide what to do about your company retirement plan -- and you have four options.
Alan Rothstein
Asset Strategies, Inc.
(860) 673-5500
80 W Avon Road
Avon, CT
Alan Rothstein
Asset Strategies, Inc.
(860) 673-5500
80 W Avon Road
Avon, CT 06001
Expertises
Planning Issues for Business Owners, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS, MS
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:
Lawrence Annello
DHAS Financial Planning, LLC
(860) 255-0103
6 Executive Drive, Suite 111
Farmington, CT
Lawrence Annello
DHAS Financial Planning, LLC
(860) 255-0103
6 Executive Drive, Suite 111
Farmington, CT 06032
Expertises
Tax Planning, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Middle Income Client Needs, Planning Issues for Business Owners, Planning Concerns for Corporate Executives
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:
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:
Kathryn Norris
Asset Strategies, Inc.
(860) 673-5500
80 W Avon Road
Avon, CT
Kathryn Norris
Asset Strategies, Inc.
(860) 673-5500
80 W Avon Road
Avon, CT 06001
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MA
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:
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:
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:
Mr. Leigh King, CFP®
(860)651-0454
11 Ann Mar Ln
Simsbury, CT
Mr. Leigh King, CFP®
(860)651-0454
11 Ann Mar Ln
Simsbury, CT 06070
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
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