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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Connecticut involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Connecticut?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Connecticut to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Connecticut financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors 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

860-269-9672

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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 Financial Advisors 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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Beat Ryff

500 East Main Street

Branford, CT 06405
203-483-3132

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Lee Dimon - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

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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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Boundless Financial Solutions

135 Day Street
Suite 1C

Newington, CT 06111
860-229-8409

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Denise Manning - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2140

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Anthony Fabrizio

1055 Post Road

Fairfield, CT 06824
203-254-5141

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Bolton Financial, LLC

360 Bloomfield Ave.
Suite 402

Windsor, CT 06095
860-298-1011

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Cathy A Briggs - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4852

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Allstate Personal Financial Representative: Kevin Cancroft

501 Boston Post Rd

Orange, CT 06477
203-795-5577

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Elizabeth Linderman - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0717

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Christopher W. Faruol, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1096

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David J. Sullivan III - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1015

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Lockwood Wealth Management - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7221

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The JH Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6900

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Celeste Dinerman - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7101

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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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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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Morgan Stanley Financial Advisors

5 Fort Rachel Place

Mystic, CT 06355
860-536-8118

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Derek Packett - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

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Matthew A Carrara - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6985

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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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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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BitX Funding

1700 Post Road
Suite B-10

FAIRFIELD, CT 06824
203-763-1430

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Philip Bensley - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

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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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Debra Steinmetz - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

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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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The G & R Group - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
860-275-0700

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Christopher M Pekala - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
860-436-9444

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Joshua Broder - Ameriprise Financial Services, LLC

430 Highland Ave

Cheshire, CT 06410
203-823-9114

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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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The Landmark Group - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6944

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Henry Cooperman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3041

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Dennis Leone - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
860-289-9200

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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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Thomas Ross - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0848

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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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Taylor Thompson, Bankers Life Agent

6 Vista Dr
Ste 101

Old Lyme, CT 06371
614-942-7043

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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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Corey Seaquist - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-786-2169

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Real Estate - Demo

30 Hebron Ave
Building E

Glastonbury, CT 06033
860-951-2033

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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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PeoplesBank

1 Turkey Hills Road

East Granby, CT 06026
860-653-9416

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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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Earle Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7141

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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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Steven Hahn - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

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Jeff Gaggin - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4839

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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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The Perry Egress Group - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7149

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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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Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3000

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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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Sharon Kaplove - Ameriprise Financial Services, LLC

91 Bentwood Dr

Stamford, CT 06903
203-968-1151

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Donald Piecuch - Ameriprise Financial Services, Inc.

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

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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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Barnum Financial Group's Center For College Planning

225 High Ridge Road

Stamford, CT 06905
203-513-6127

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Jesse Fable - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1570

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Allstate Personal Financial Representative: Richard Sklenka

1422 Farmington Ave

Farmington, CT 06032
860-677-4952

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Arnel Gonzales - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
203-349-4347

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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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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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Ferro Financial Group

100 Mill Plain Road

Danbury, CT 06811
203-546-3428

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Douglas M. Gordon

65 LaSalle Rd
Ste 200

West Hartford, CT 06107
860-313-4814

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Tunxis Wealth Management 

231 Farmington Avenue
2nd Floor

Farmington, CT 06032
860-676-4404

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Scranton Financial Group

1921 Boston Post Road
#8

Westbrook, CT 06498
860-399-8202

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Paradigm Financial Partners

315 Post Road West

Westport, CT 06880
203-221-3085

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Nutmeg Advisory Group

2 Washington Avenue

North Haven, CT 06473
203-909-6003

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Stable Income For Life

43 Harbor Drive
Unit 309

Stamford, CT 06902
203-561-6560

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Optimum Retirement

12 Roosevelt Ave

Mystic, CT 06355
860-980-3168

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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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Jason Warnke - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0007

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Gary W Klingner - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0807

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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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Glowka Wealth

122 Main Street
Suite 301

New Britain, CT 06051
860-801-6046

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Sophie Helenek - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4848

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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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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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The Kyriakos Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-326-7108

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Matt Sykes - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4622

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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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Martin Kearns - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1565

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Drescott Thompson - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1815

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Allstate Personal Financial Representative: Gary Zeman

200 Connecticut Ave
Ste 5

Norwalk, CT 06854
203-852-9454

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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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Manly Koji Church - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2017

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Clapboard Hill Private Wealth

1265 Post Road East

Westport, CT 06880
203-429-0406

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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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Assuredpartners NE LLC

11 Route 66

Columbia, CT 06237
860-633-0241

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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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Lewis Kasowitz - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6924

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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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Daniel Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7143

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Allstate Personal Financial Representative: Jon Calkins

616 Poquonock Ave

Windsor, CT 06095
860-688-3000

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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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The TOPP Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-226-4731

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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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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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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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Dianne Cicchetti - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6007

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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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Riverside Wealth Management - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1044

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Joseph J Matthews - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5165

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Healthtree Financial Fitness LLC

800 Union Ave

Bridgeport, CT 06607
888-559-2339

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Joann Keller

850 Main Street

Bridgeport, CT 06604
203-338-7153

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GYL Resnick

55 Post Rd. W
Suite 300

Westport, CT 06880
203-226-8262

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Alexandre Demetrio - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2003

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Michael J. Bilby - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5185

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Stephen Sayegh

500 Shelton Avenue

Huntington, CT 06484
203-926-8356

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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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Scott Thomas Timko - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1575

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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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Gilbert Garceau - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1016

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Greenwich, CT Branch Office - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2110

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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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Steven Greco, CIMA - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1531

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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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Sabrina Angiolillo

1055 Post Road

Fairfield, CT 06824
203-256-4290

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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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Christopher Cavallaro - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2110

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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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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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Eric Kreuter - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2114

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Maffei Wealth Management Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7220

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RC Wealth Management - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1021

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George M. Seiler - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5151

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Micari Financial Group, LLC

101 Church Avenue

Bristol, CT 06010
860-261-4746

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Caroline Calder - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4820

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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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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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The Mintz Wealth Management Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4614

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Zeigler Wealth Management - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2128

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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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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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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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Anthony Corona - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3030

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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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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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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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Glenn Hamler - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2016

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Paul Sapiro, CEPA - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4668

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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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Buxton Wealth Managment

33 Abbey Lane
Suite 3502

Danbury, CT 06810
561-333-7391

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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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Martin Paul Mclaughlin - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1054

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Stephen Bauer - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1024

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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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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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Keith Albert - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

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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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Andrew Armour Bassock - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1595

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Granite Group Advisors

187 Danbury Rd

Wilton, CT 06897
203-210-7814

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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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Robert J Lucarelli - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

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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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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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Diane Lee Bearce - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
203-755-2222

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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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Amy Mooney - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4841

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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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Ned Kelly - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5146

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Michael Shoaf - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1503

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Stryker-Church Financial Group - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2017

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Paul Duquette

40 Welles Street

Glastonbury, CT 06033
860-633-2731

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Kevin A Tucker - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-349-4321

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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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David Mills - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7285

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Westport, CT Branch Office - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1000

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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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David Ivanovich - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3302

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Liberty Wealth Advisors

707 Summer Street
4th Floor

Stamford, CT 06901
203-323-6666

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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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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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Brett Coltman - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1040

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Patrick Duff - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3363

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John Ryan - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2122

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Agemy Financial Strategies, Inc

1570 Boston Post Rd
Suite 400

Guilford, CT 06437
203-738-0026

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Morgan Stanley Financial Advisors

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-661-3330

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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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Allstate Personal Financial Representative: Albert Pignatello

20 Maple Street Ext

Kent, CT 06757
860-927-3399

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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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Matthew Kennelly - 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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Jeffrey Benaitis - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7134

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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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New England Payroll Services,LLC

3190 Whitney Avenue
Building 8

Hamden, CT 06518
203-287-5427

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Soundview Wealth Management - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2126

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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 A Henehan - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
860-218-2235

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White Plains, NY Branch Office - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
914-761-6800

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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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Sean Kelley, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1038

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Eric Peterson - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2133

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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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The Riven Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1009

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Terry F Markey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4884

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Richard Eng - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3360

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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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Peter S. Humphrey - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2008

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Justin Bernier - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7104

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Jeffrey Leone - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
860-289-9200

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William Andrian

221 Norwich -New London Tpke

Uncasville, CT 06382
860-848-1208

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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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David Bouffard - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

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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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Wilsons Leather

20 Killingworth Tpke
Ste 232A

Clinton, CT 06413
860-664-9007

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Betsy Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0245

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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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Alexander Bijanada - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1831

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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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Matthew Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0244

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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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Ted Davis - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

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Morgan Stanley Financial Advisors

741 Boston Post Rd

Madison, CT 06443
203-499-4900

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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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Theresa Cavalier

15 South Main St.

West Hartford, CT 06107
203-974-5175

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Brian Maitland

856 Cromwell Ave

Rocky Hill, CT 06067
860-257-0738

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Christian Morgan - Ameriprise Financial Services, LLC

227 Monroe Tpke
Ste 1

Monroe, CT 06468
203-261-7526

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Meeks McCormick & Evanchik - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1083

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Christopher Maciejak - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

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Raymond Panek

318 State Street

Bridgeport, CT 06604
603-334-6735

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Peter Grave - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6054

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Tailored Cents

366 Buena Vista Road

Fairfield, CT 06825
860-202-7102

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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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Thomas LaPointe - Ameriprise Financial Services, LLC

963 Hopmeadow St

Simsbury, CT 06070
860-651-5969

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Al Baran - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

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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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Paul Scileppi - Ameriprise Financial Services, LLC

850 Farmington Ave

Farmington, CT 06032
860-284-9882

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Michael Snow - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2146

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Patrick Kennedy - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7174

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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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Jason Cerniglia - Ameriprise Financial Services, LLC

56 Williams Ave

Mystic, CT 06355
860-245-0251

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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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Matthew Ellis - Ameriprise Financial Services, LLC

945 Main St
Ste 305

Manchester, CT 06040
860-533-0063