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Investments in Connecticut

James Mc Cabe - Ameriprise Financial Services, Inc. photos
James Mc Cabe - Ameriprise Financial Services, Inc., Portland
Portland / Connecticut / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Anthony Williams - Ameriprise Financial Services, Inc. photos
Anthony Williams - Ameriprise Financial Services, Inc., Oxford
Oxford / Connecticut / United States
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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edward Jones - Financial Advisor: Ron Holtz photos
Edward Jones - Financial Advisor: Ron Holtz, Norwalk
Norwalk / Connecticut / United States
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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.
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Trumbull Financial Services photos
Trumbull Financial Services
Trumbull / Connecticut / United States
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James F. Esposito has been a life-long resident of the town of Trumbull.  He raised his three children here, all whom have successfully completed post-graduate degrees in the fields of Accounting, Law and Education.

Mr. Esposito took the wisdom and knowledge in financial services he had amassed over 33 years and founded Trumbull Financial Services in 1985 as a vehicle to bring his expertise to the forefront of financial planning services.

Trumbull Financial Services provides retirement income planning with guarantees for life with 401Ks, SEPs, IRA rollovers and Roth conversions. Legacy planning and tax-free income planning are key focus points for the appropriate clients. Other services include business and estate preservation, asset protection, long-term retirement planning and tax-free retirement planning.

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Edward Jones - Financial Advisor: George A Ameer, AAMS®|CRPC® photos
Edward Jones - Financial Advisor: George A Ameer, AAMS®|CRPC®, Ridgefield
Ridgefield / Connecticut / United States
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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.
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Hayden Cadwallader - Citizens Bank, Home Mortgages photos
Hayden Cadwallader - Citizens Bank, Home Mortgages, Greenwich
Greenwich / Connecticut / United States
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Our team of mortgage experts at Citizens Bank is committed to helping customers find the home loan solution that’s right for them. Citizens Bank, N.A. is one of the nation’s oldest and largest financial institutions, with a nearly 200-year history of serving customers and communities. We offer a variety of programs: affordable home loans, government loans, jumbo financing, new home construction-to-permanent financing, and more. Whatever your mortgage needs—buying a home, building a home, or refinancing an existing mortgage—we’ll provide answers and insights to guide you through the process, from application to closing.
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Nicholas Difalco - Ameriprise Financial Services, Inc. photos
Nicholas Difalco - Ameriprise Financial Services, Inc., Westport
Westport / Connecticut / United States
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Putting clients first; its what I do. Ameriprise earned a Hearts & Wallets Top Performer recognition in: Unbiased, puts my interest first; Explains things in understandable terms; Understands me and shares my values. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right financial advisor, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edward Jones - Financial Advisor: Scott Alley photos
Edward Jones - Financial Advisor: Scott Alley, Greenwich
Greenwich / Connecticut / United States
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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.
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Edward Jones - Financial Advisor: Brian E Moles photos
Edward Jones - Financial Advisor: Brian E Moles, Stratford
Stratford / Connecticut / United States
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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.
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Lavan Financial Group photos
Lavan Financial Group, Stamford
Stamford / Connecticut / United States
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Lavan Financial Group provides access to a suite of invaluable business solutions, services, and resources. We help small businesses achieve success - Business Loans - unrivaled access and speed to best of breed funding - Finance Suite for broad credit solutions and business credit and a clear path to bankability and more affordable capital - Business and professional services - discounted - Digital growth solutions with proof of performance. Business Success Platform impact Sales, Spend and Cash flow to drive performance. A unique differentiated value delivering real results. More businesses succeed with Lavan Financial Group
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Fidelity Investments photos
Fidelity Investments, Stamford
Stamford / Connecticut / United States
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Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment guidance, Life insurance, Retirement planning, Wealth planning strategies. Parking is available in the garage behind the Investor Center. Enter from Tresser Boulevard.
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Michael Chaffee - Ameriprise Financial Services, Inc. photos
Michael Chaffee - Ameriprise Financial Services, Inc., Stratford
Stratford / Connecticut / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edward Jones - Financial Advisor: John J Holmes photos
Edward Jones - Financial Advisor: John J Holmes, Southbury
Southbury / Connecticut / United States
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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.
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Adriatic Wealth Management LLC photos
Adriatic Wealth Management LLC, Stamford
Stamford / Connecticut / United States
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Adriatic Wealth Management LLC is a full-service financial firm committed to helping people pursue their financial goals. The senior Managing Partner, Mergim Elezi, has nearly 30 years of experience working for some of the major Investment Management and Banking institutions. We offer a wide range of financial products and services to individuals and business owners. We can help you execute a sound financial program utilizing the following products and services: Investment management, Retirement strategies, and Insurance and annuity products.
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John Hursh - Ameriprise Financial Services, Inc. photos
John Hursh - Ameriprise Financial Services, Inc., New Haven
New Haven / Connecticut / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Matthew Clements - Ameriprise Financial Services, Inc. photos
Matthew Clements - Ameriprise Financial Services, Inc., Stratford
Stratford / Connecticut / United States
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The advisor listed is an Ameriprise financial advisor in Stratford. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
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Citizens Bank photos
Citizens Bank, Stamford
Stamford / Connecticut / United States
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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.
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Edward Jones - Financial Advisor: Mike Cummins, ChFC®|CLU® photos
Edward Jones - Financial Advisor: Mike Cummins, ChFC®|CLU®, Old Saybrook
Old Saybrook / Connecticut / United States
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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.
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Edward Jones - Financial Advisor: Mark H Rogozinski photos
Edward Jones - Financial Advisor: Mark H Rogozinski, Colchester
Colchester / Connecticut / United States
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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.
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Philip Bensley - Ameriprise Financial Services, Inc. photos
Philip Bensley - Ameriprise Financial Services, Inc., Oxford
Oxford / Connecticut / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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