Filter Options
Required*
Filter
Guilford / Connecticut / United States
0.0

Guilford Financial Group helps people build, manage and protect their wealth. The firm specializes in three areas: investments, financial planning and insurance. Employees will sit down with clients and talk over plans for retirement, 401k, long-term care, bonds, treasury bills, profit sharing and more.

Guilford / Connecticut / United States
0.0
Connex Credit union offers competitively priced financial products and services throughout New Haven, Hartford, and Middlesex Counties. Unbank with us!
Guilford / Connecticut / United States
0.0
Guilford / Connecticut / United States
0.0
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Guilford / Connecticut / United States
0.0
DWM Investment Group was founded in 1996 to deliver superior investment advice and uncompromising objectivity to all types of investors. In pursuit of these goals, DWMIG places a premium on creativity, flexibility and experience - the qualities necessary to adapt to dynamic markets and seize investment opportunities. DWMIG works to ensure these traits are manifest throughout the organization and any other with which we do business.Three groups within DWMIG work closely together to bring broad expertise to specific types of clients:Diastole Wealth Management offers family office services - financial planning, estate planning, and access to institutional and private investment managers, family wealth education and more - to an exclusive group of private clients.
Guilford / Connecticut / United States
0.0
Guilford / Connecticut / United States
0.0

Chuck Bernhard is a independent registered investment advisor with nearly 40 years of experience. He has advised individuals and families on sensitive financial matters of every kind, and uses his knowledge gained from a long career in trust and investment banking to make the right choices. He knows both bear and bull markets and how to find productive places for your capital in both. 

Guilford / Connecticut / United States
0.0
Financial Coaching for Business Owners and High Net Worth Individuals.
Guilford / Connecticut / United States
0.0
With more than 53 years of expertise in financial services, Gene Offredi offers his clients a wide range of services including financial planning, retirement planning, business planning, financial education seminars and more. As a Registered Investment Advisor, Summit Investor Coach and Gene serve more than 80 high net worth clients. The firm’s typical client has a net worth of $1-$2 million and an annual income exceeding $100,000. Gene Offredi’s specialty is investment and insurance planning for individuals, families and small businesses. Summit Investor Coach, LLC maintains close business relationships with attorneys and CPAs to provide all aspects of legal, accounting and financial assistance to clients when necessary.
Guilford / Connecticut / United States
0.0
In Guilford, Santander Bank is here to help serve your financial needs. More than 2,000 ATMs and a 675-branch network in eight states deliver convenience throughout the Northeast corridor. With checking accounts, money market savings accounts, auto loans, personal loans, online banking, mortgages, and business banking – as well as a full suite of other banking products and services – Santander Bank’s network of 9,800 colleagues is here to help you and your business. Member FDIC. Equal Housing Lender.
Guilford / Connecticut / United States
0.0
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Guilford / Connecticut / United States
0.0
At Citizens Bank, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or any other question about money, don’t keep it to yourself. Ask a Citizen. We have approximately 1,150 Citizens Bank branches in 11 states and approximately 3,300 ATMs. In addition, our customers stay connected with us 24/7 online, through our award-winning mobile app and via our round-the-clock customer contact center. Member FDIC. Equal Housing Lender.