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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

Robert Henderson

Lansdowne Wealth Management, LLC

34 Water Street

Mystic, CT 06355

860-245-5078

Peter Scholtz

Scholtz & Company

107 Elm Street
Four Stamford Plaza, 5th Floor

Stamford, CT 06902

203-714-9900

Rob Hoynes

Hoynes Financial Group, LLC

1157 Highland Ave
Suite 105

Cheshire, CT 06410

203-271-0222

Charles Helme

BH Asset Management, LLC

2 Greenwich Office Park West; Third Floor, Suites 1, 1A

Greenwich, CT 06831

203-987-6227

Beth London

Edelman Financial Engines, LLC

74 Batterson Park Road
2nd Floor

Farmington, CT 06032

860-269-9672

Douglas A. Kartsen

DAK Financial Services

11 Wintergreen Ln

860-269-8130

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

Boundless Financial Solutions - Eric Stroehle

135 Day Street
Suite 1C

Newington, CT 06111
860-229-8409

Couzens, Domingos, Allen & Associates - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Adriatic Wealth Management LLC

1266 E Main St
Suite 7004

Stamford, CT 06902
203-539-6256

Beat Ryff

500 East Main Street

Branford, CT 06405
203-483-3132

Lee Dimon - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Haggerty Financial Partners - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3353

Boundless Financial Solutions

135 Day Street
Suite 1C

Newington, CT 06111
860-229-8409

Denise Manning - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2140

Anthony Fabrizio

1055 Post Road

Fairfield, CT 06824
203-254-5141

Bolton Financial, LLC

360 Bloomfield Ave.
Suite 402

Windsor, CT 06095
860-298-1011

Cathy A Briggs - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4852

Allstate Personal Financial Representative: Kevin Cancroft

501 Boston Post Rd

Orange, CT 06477
203-795-5577

Elizabeth Linderman - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0717

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

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1096

David J. Sullivan III - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1015

Lockwood Wealth Management - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7221

The JH Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6900

Celeste Dinerman - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7101

Chad D Lombardi - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2162

Pamela E. Kiernan - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7111

The Ceccarelli Hursh Group - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-387-1211

Morgan Stanley Financial Advisors

5 Fort Rachel Place

Mystic, CT 06355
860-536-8118

Derek Packett - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

Matthew A Carrara - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6985

Bunting and Somma - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Opus: Advice First - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

First Suffield Bank | a division of PeoplesBank

1380 Mountain Road

West Suffield, CT 06093
860-668-3958

Brian Jay - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-967-7020

Edward Jones - Financial Advisor: Sandra Larson

28 Market Square

Newington, CT 06111
860-665-0346

BitX Funding

1700 Post Road
Suite B-10

FAIRFIELD, CT 06824
203-763-1430

Philip Bensley - Ameriprise Financial Services, LLC

90 Oxford Rd

Oxford, CT 06478
203-881-5504

Peter Razzino - Ameriprise Financial Services, LLC

4 Corporate Dr
Ste 480

Shelton, CT 06484
203-225-0805

Debra Steinmetz - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

Marc Dynder - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

The Gottlieb Group - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5161

MJC Wealth Management - Ameriprise Financial Services, LLC

2505 Main St
Ste 206

Stratford, CT 06615
203-386-1997

Charles Olson

1310 Silas Deane Highway

Wethersfield, CT 06109
860-280-2688

Eric Moreira

15 Chesterfield Rd
Ste 1

East Lyme, CT 06333
860-691-3082

The G & R Group - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
860-275-0700

Christopher M Pekala - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
860-436-9444

Joshua Broder - Ameriprise Financial Services, LLC

430 Highland Ave

Cheshire, CT 06410
203-823-9114

Holly Cao - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4887

Jacob Betteridge

470 Bank St

New London, CT 06320
860-444-4903

The Landmark Group - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6944

Henry Cooperman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3041

Dennis Leone - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
860-289-9200

Richard J Vogler - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7272

Thomas Ross - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0848

David Berube - Ameriprise Financial Services, LLC

63 High St

Suffield, CT 06078
860-668-4040

The Harbor Pilot Group - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-772-3970

Taylor Thompson, Bankers Life Agent

6 Vista Dr
Ste 101

Old Lyme, CT 06371
614-942-7043

Pam McGinley - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-861-5712

The Boudreau Murphy Group - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-967-7025

Corey Seaquist - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
203-786-2169

Real Estate - Demo

30 Hebron Ave
Building E

Glastonbury, CT 06033
860-951-2033

Daniel Freddino - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

PeoplesBank

1 Turkey Hills Road

East Granby, CT 06026
860-653-9416

David Lalich - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-275-8310

Earle Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7141

The Neville Group - Morgan Stanley

225 Asylum St 14th
21st Floor

Hartford, CT 06103
860-275-0777

Philip R Gordon - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0707

Patrick O'Connor

61 Shunpike Rd

Cromwell, CT 06416
860-638-4412

Ashley Noonan

127 Washington Ave

North Haven, CT 06473
203-234-6578

Lisa Abdel-Samed

8 E High St

East Hampton, CT 06424
860-645-1950

Paul Duquette

834 Washington St

Middletown, CT 06457
860-638-4407

Connecticut Capital Managment Group, LLC

2 Schooner Lane
Unit 1-12

Milford, CT 06460
203-877-1520

Steven Hahn - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Jeff Gaggin - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4839

McCary Anheuser Wealth Management

15 North Main Street
Suite 100

West Hartford, CT 06107
860-761-1000

Doug Veillette - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2109

The Perry Egress Group - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7149

Nicole Bowler Pecknold - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Susan M. Dowling, CFP - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2009

Kyle W. Egress - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7144

Nisha B Chisena - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6960

Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3000

RGB Financial

16 Spring Lane

Farmington, CT 06032
860-678-7350

Kathryn Genovese

1187 Boston Post Rd

Westbrook, CT 06498
860-399-3193

Hyman Glasman

53 Greenwich Ave

Greenwich, CT 06830
203-389-3983

Sharon Kaplove - Ameriprise Financial Services, LLC

91 Bentwood Dr

Stamford, CT 06903
203-968-1151

Donald Piecuch - Ameriprise Financial Services, Inc.

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Kate Daly Rietberg - Ameriprise Financial Services, LLC

12 Devine Rd

Suffield, CT 06078
860-254-5099

Dominick Santoro | LPL Financial

83 Wooster Heights Road
Suite 125

Danbury, CT 06810
203-431-2224

Thomas Fruin - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7145

Barnum Financial Group's Center For College Planning

225 High Ridge Road

Stamford, CT 06905
203-513-6127

Jesse Fable - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1570

Allstate Personal Financial Representative: Richard Sklenka

1422 Farmington Ave

Farmington, CT 06032
860-677-4952

Arnel Gonzales - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
203-349-4347

Compass Rose Strategic Partners LLC

426 Boston Post Road
Suite A

Waterford, CT 06385
860-437-7600

Pillar Plan Financial

345 Highland Avenue
Suite 101

Cheshire, CT 06410
203-237-5696

Christopher L Fry - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

Alexander Davidson - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4855

Farmingbury Financial Services, LLC

724 Wolcott Road
Suite 5

Wolcott, CT 06716
203-879-1994

Stratos Wealth Partners

8 Wright Street
Suite 107

Westport, CT 06880
203-293-1790

RJS Financial Group

41 Kings Highway Box 3

Gales Ferry, CT 06335
860-464-0433

Spurstone

15 Ensign Drive

Avon, CT 06001
860-264-1111

Stifel | Metcalf, Cole & Masopust Wealth Management Group

465 Heritage Road
Suite 2

Southbury, CT 06488
203-586-4505

Fiscal Dynamics, Inc

314 Farmington Ave

Farmington, CT 06032
860-677-1753

Raymond Wealth Management

360 North Main St
Suite 4

Southington, CT 06489
203-271-9220

Ferro Financial Group

100 Mill Plain Road

Danbury, CT 06811
203-546-3428

Douglas M. Gordon

65 LaSalle Rd
Ste 200

West Hartford, CT 06107
860-313-4814

Tunxis Wealth Management

231 Farmington Avenue
2nd Floor

Farmington, CT 06032
860-676-4404

Scranton Financial Group

1921 Boston Post Road
#8

Westbrook, CT 06498
860-399-8202

Paradigm Financial Partners

315 Post Road West

Westport, CT 06880
203-221-3085

Nutmeg Advisory Group

2 Washington Avenue

North Haven, CT 06473
203-909-6003

Stable Income For Life

43 Harbor Drive
Unit 309

Stamford, CT 06902
203-561-6560

Optimum Retirement

12 Roosevelt Ave

Mystic, CT 06355
860-980-3168

Robert Brody - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1050

Jason Warnke - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0007

Gary W Klingner - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-356-0807

Rasmussen & Davis Wealth Advisory Group - Ameriprise Financial Services, LLC

57 North St
Ste 208

Danbury, CT 06810
203-748-3751

Patrick J Skelly - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1832

Glowka Wealth

122 Main Street
Suite 301

New Britain, CT 06051
860-801-6046

Sophie Helenek - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4848

Samuel M Fox IV - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1808

Kanner Financial Services

116 Washington Ave
3rd Fl.

North Haven, CT 06473
203-239-5370

Connect Financial Group, LLC

30 Suffield Street

Windsor Locks, CT 06096
860-640-0668

Valerie B Dugan - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0779

Cetera Investors - Richard Risley

111 Founders Plaza
Suite 300

East Hartford, CT 06108
860-282-4600

William A Rasmussen - Ameriprise Financial Services, LLC

57 North St
Ste 208

Danbury, CT 06810
203-748-3751

Richard J D'Amato - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-628-5813

The Kyriakos Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-326-7108

Allstate Personal Financial Representative: John Patterson

360 E Center St

Manchester, CT 06040
860-647-8118

Matt Sykes - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4622

Robert Ceccarelli - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1827

Martin Kearns - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1565

Drescott Thompson - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1815

Allstate Personal Financial Representative: Gary Zeman

200 Connecticut Ave
Ste 5

Norwalk, CT 06854
203-852-9454

Hammond Iles

100 Great Meadow Road
Suite 701

Wethersfield, CT 06109
860-258-2600

Will Canning - Morgan Stanley

125 Eugene O'Neill Drive
Suite 100

New London, CT 06320
860-444-9308

Allstate Personal Financial Representative: Theodore Grieder

1880 E Main St

Waterbury, CT 06705
203-757-9009

Manly Koji Church - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2017

Clapboard Hill Private Wealth

1265 Post Road East

Westport, CT 06880
203-429-0406

Jordan Sullivan

2165 Dixwell Avenue

Hamden, CT 06514
203-288-2932

Karl M Anderson - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3037

Andrew Deck - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5141

Assuredpartners NE LLC

11 Route 66

Columbia, CT 06237
860-633-0241

Naomi Bourque

119 East Putnam Avenue

Cos Cob, CT 06807
203-861-4042

First Suffield Bank | a division of PeoplesBank

6 National Drive

Windsor Locks, CT 06096
860-627-6773

First Suffield Bank | a division of PeoplesBank

30 Bridge Street

Suffield, CT 06078
860-668-3950

Lewis Kasowitz - Morgan Stanley

4 Landmark Square
2nd Floor

Stamford, CT 06901
203-326-6924

BAUER WEALTH MANAGEMENT GROUP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1024

Daniel Tarbell - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7143

Allstate Personal Financial Representative: Jon Calkins

616 Poquonock Ave

Windsor, CT 06095
860-688-3000

Eric Drake - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6071

Bellara & Associates L.L.C.

MERRITT 8 CORPORATE PARK 99 Hawley Lane
Ste.1400

Stratford, CT 06614
203-385-5137

The TOPP Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-226-4731

Christopher Borajkiewicz - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Allstate Personal Financial Representative: Christopher Sprague

767 Wolcott St

Waterbury, CT 06705
267-218-1965

Edward Kwiatkowski - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6066

James Pelgrift - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3090

Allstate Personal Financial Representative: John Murphy

954 E Main St

Torrington, CT 06790
860-989-4890

Stefano Cacciola

1310 Silas Deane Highway

Wethersfield, CT 06109
860-257-0772

Covenant Wealth Advisers

345 Highland Avenue
Unit 101

Cheshire, CT 06410
203-271-9114

Goosehead Insurance - Benjamin Hoisington

57 Dodge Ave

North Haven, CT 06473
860-724-4168

Dianne Cicchetti - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6007

Christopher Richards - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6097

Erin Candler

40 Quality Street

Trumbull, CT 06611
203-338-7202

Stifel | Spring Wealth Management Group

38 East Main Street

Mystic, CT 06355
860-440-3373

Riverside Wealth Management - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1044

Joseph J Matthews - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5165

Healthtree Financial Fitness LLC

800 Union Ave

Bridgeport, CT 06607
888-559-2339

Joann Keller

850 Main Street

Bridgeport, CT 06604
203-338-7153

GYL Resnick

55 Post Rd. W
Suite 300

Westport, CT 06880
203-226-8262

Alexandre Demetrio - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2003

Michael J. Bilby - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5185

Stephen Sayegh

500 Shelton Avenue

Huntington, CT 06484
203-926-8356

Elma Dunn, CRPC - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3314

Scott Thomas Timko - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1575

Jonathan Frucce, CFP - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1572

Gilbert Garceau - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1016

Greenwich, CT Branch Office - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2110

Richard Rohr - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7242

Steven Greco, CIMA - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1531

The Bassock Wealth Management Team - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1595

Sabrina Angiolillo

1055 Post Road

Fairfield, CT 06824
203-256-4290

New London, CT Branch Office - UBS Financial Services Inc.

UBS Financial Services Inc.
2 Union Plaza

New London, CT 06320
860-437-2003

Christopher Cavallaro - Morgan Stanley

545 Long Wharf Dr
7th Fl

New Haven, CT 06511
203-786-2110

Matthew Bragg - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1537

Edmund Tuska

3395 Main Street

Stratford, CT 06614
203-338-7206

Waypoint Wealth Planning

290 Harbor Drive
Workpoint Suite

Stamford, CT 06902
203-588-9444

Shiman Partners

15 North Main Street
Suite 100

West Hartford, CT 06107
860-263-3620

Christopher Dursi

143 Federal Road

Brookfield, CT 06804
203-359-6039

Eric Kreuter - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2114

Maffei Wealth Management Group - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7220

RC Wealth Management - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1021

George M. Seiler - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5151

Micari Financial Group, LLC

101 Church Avenue

Bristol, CT 06010
860-261-4746

Caroline Calder - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4820

Resolute Point Private Wealth - Ameriprise Financial Services, LLC

900 Main St S
Ste 100

Southbury, CT 06488
203-262-8005

Hartford, CT Branch Office - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1500

ProEast Asset Management

225 Oakland Road
Unit 101

South Windsor, CT 06074
860-432-7233

Richard H. Streisfeld - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3001

The Mintz Wealth Management Group - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4614

Zeigler Wealth Management - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2128

Envision Financial Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1043

Andrew Patrick Boone - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3362

Daniel Buzzanca

1940 Black Rock Turnpike

Fairfield, CT 06824
203-338-7108

Robert Daly

401 Monroe Turnpike

Monroe, CT 06468
203-261-1232

Brett Cavalieri - Morgan Stanley

741 Boston Post Rd

Madison, CT 06443
860-447-4861

The Panza Wheway Group - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-222-4060

Carlton Higbie - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4643

Anthony Corona - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3030

Grant Ulrick Stratos Wealth Partners

105A Newtown Road
Suite 5

Danbury, CT 06810
203-617-1501

Christian A Templeman - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4882

Robert Maquat

850 Main Street

Bridgeport, CT 06604
203-661-7397

Laura Fish-Kelly - Ameriprise Financial Services, LLC

180 Glastonbury Blvd
Ste 105

Glastonbury, CT 06033
860-421-3330

Joseph Thornton - Ameriprise Financial Services, LLC

329 Main St

Portland, CT 06480
860-342-1756

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

Kirk Knudsen, CFP - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3315

Glenn Hamler - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2016

Paul Sapiro, CEPA - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4668

Cassandra Marie Ducey, CFP - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2112

Buxton Wealth Managment

33 Abbey Lane
Suite 3502

Danbury, CT 06810
561-333-7391

Burr Capital Advisors

10 North Main Street
Suite 213

West Hartford, CT 06107
860-678-6260

Cetera Investors - Ken Chase

111 Founders Plaza
Suite 300

East Hartford, CT 06108
860-282-4600

Martin Paul Mclaughlin - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1054

Stephen Bauer - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1024

Timothy Kelly - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

Pennell Wealth Advisors

200 Mountain Road
Suite 2

Farmington, CT 06032
860-674-0603

Steve Lewine - Morgan Stanley

500 Post Road East
3rd Fl

Westport, CT 06880
203-221-6035

Matson Financial Advisors, Inc.

4 Mountainview Terrace
Suite 104

Danbury, CT 06810
203-743-0131

Keith Albert - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Kim Bechtold - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4333

Century Wealth Partners - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3339

Andrew Armour Bassock - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1595

Granite Group Advisors

187 Danbury Rd

Wilton, CT 06897
203-210-7814

Harpin Capital Mgmt., LLC

14 Plains Road

Essex, CT 06426
888-387-1149

Robert Baptist

371 Post Road East

Westport, CT 06880
203-254-5150

Robert J Lucarelli - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Patrick J Shannon - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1805

John Grayeski

40 Quality Street

Trumbull, CT 06611
203-338-7203

Garett Ceraso

1022 High Ridge Road

Stamford, CT 06905
203-968-2812

Diane Lee Bearce - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
203-755-2222

Michael C Riley - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

Amy Mooney - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4841

Centurion Wealth Management - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-823-9114

Jean Roccon Rohm, CPM - UBS Financial Services Inc.

UBS Financial Services Inc.
2 Union Plaza

New London, CT 06320
860-437-2006

Ned Kelly - Morgan Stanley

1229 Post Road

Fairfield, CT 06824
203-319-5146

Michael Shoaf - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-1503

Stryker-Church Financial Group - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2017

Paul Duquette

40 Welles Street

Glastonbury, CT 06033
860-633-2731

Kevin A Tucker - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-349-4321

Ernest J Asprelli Jr. - Morgan Stanley

545 Long Wharf Dr. 7th
Fl

New Haven, CT 06511
203-786-2164

William Curry - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4877

David Mills - UBS Financial Services Inc.

750 Washington Blvd
11th Floor

Stamford, CT 06901
203-977-7285

Westport, CT Branch Office - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1000

Uptal Parekh

1013 Farmington Avenue

West Hartford, CT 06107
860-280-2999

CT Financial Partners

447 Naubuc Avenue
Suite 110

Glastonbury, CT 06033
860-213-8315

David Ivanovich - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3302

Liberty Wealth Advisors

707 Summer Street
4th Floor

Stamford, CT 06901
203-323-6666

James Parker, CRPC - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2108

Main Street Financial Group, LLC

777 Echo Lake Road
Suite J

Watertown, CT 06795
860-945-2633

Mario Bartoli

190 Broad Street

Milford, CT 06460
203-876-8438

P.C. Planning & Benefits, Inc.

12 Rocklyn Ct.
Suite 101B

West Simsbury, CT 06092
860-651-1569

Brett Coltman - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1040

Patrick Duff - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3363

John Ryan - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2122

Jon Nelson - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4335

John Nelson - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4348

Agemy Financial Strategies, Inc

1570 Boston Post Rd
Suite 400

Guilford, CT 06437
203-738-0026

Morgan Stanley Financial Advisors

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-661-3330

Bryan Lauriat - Ameriprise Financial Services, LLC

628 Hebron Ave
Ste 301

Glastonbury, CT 06033
860-430-1780

Allstate Personal Financial Representative: Albert Pignatello

20 Maple Street Ext

Kent, CT 06757
860-927-3399

Gus Kalivas - Ameriprise Financial Services, LLC

44 Old Ridgefield Rd
Ste 216

Wilton, CT 06897
203-454-5400

Matthew Kennelly - Ameriprise Financial Services, LLC

2425 Post Rd
Ste 302

Southport, CT 06890
203-222-4994

Eric Carter - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1073

Jeffrey Benaitis - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7134

Sharon Leigh Alleman, CFP - UBS Financial Services Inc.

One State Street
Suite 1600

Hartford, CT 06103
860-727-4656

New England Payroll Services,LLC

3190 Whitney Avenue
Building 8

Hamden, CT 06518
203-287-5427

Soundview Wealth Management - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2126

Lawrence B Schiffman - Morgan Stanley

90 Grove St

Ridgefield, CT 06877
203-894-3023

J. Powers Shepard - Morgan Stanley

4 Landmark Square 2nd
Floor

Stamford, CT 06901
203-326-6928

Edward Pardon - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4338

John A Henehan - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
860-218-2235

Allstate Personal Financial Representative: Jose Galavis

3900 Main St

Bridgeport, CT 06606
203-550-6771

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

750 Washington Blvd
11th Floor

Stamford, CT 06901
914-761-6800

Amy Gillis - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1008

Sean Kelley, CFP - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1038

Eric Peterson - UBS Financial Services Inc.

100 Field Point Road

Greenwich, CT 06830
203-862-2133

Michael Long - Morgan Stanley

225 Asylum St 14th
Floor

Hartford, CT 06103
860-275-0757

The Centre Harbour Group - Morgan Stanley

One Fawcett Place, 3rd
Floor

Greenwich, CT 06830
203-625-4681

The Riven Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1009

Terry F Markey - Morgan Stanley

1 Fawcett Place
3rd Floor

Greenwich, CT 06830
203-625-4884

Richard Eng - UBS Financial Services Inc.

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

New Haven, CT 06510
203-498-3360

Riverview Group - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1005

Peter S. Humphrey - UBS Financial Services Inc.

2 Union Plaza

New London, CT 06320
860-437-2008

Justin Bernier - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7104

Jeffrey Leone - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1402

East Hartford, CT 06108
860-289-9200

William Andrian

221 Norwich -New London Tpke

Uncasville, CT 06382
860-848-1208

Mark Jones - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

David Bouffard - Ameriprise Financial Services, LLC

835 Straits Tpke
Ste A

Middlebury, CT 06762
800-895-6625

Allstate Personal Financial Representative: Alexander Pezzulo

53 New Britain Ave

Rocky Hill, CT 06067
860-257-9310

Christopher Coppola III - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Wilsons Leather

20 Killingworth Tpke
Ste 232A

Clinton, CT 06413
860-664-9007

Dan Donato - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2110

Betsy Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0245

Matthew Webber - Ameriprise Financial Services, LLC

1495 Black Rock Tpke
Ste 2A

Fairfield, CT 06825
203-307-5237

Alexander Bijanada - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1831

Deborah Tata - Ameriprise Financial Services, LLC

530 Middlebury Rd
Ste 204B

Middlebury, CT 06762
203-758-2456

Matthew Udal - Ameriprise Financial Services, LLC

1 Old Mountain Rd

Farmington, CT 06032
860-470-0244

Stuart Gollomp - Ameriprise Financial Services, LLC

10 Wright St
1st Fl

Westport, CT 06880
203-349-4355

Ted Davis - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

Morgan Stanley Financial Advisors

741 Boston Post Rd

Madison, CT 06443
203-499-4900

Allstate Personal Financial Representative: Jeffrey Minkos

1 Lathrop Ave

Norwich, CT 06360
860-682-0380

Thomas Mc Candless - Ameriprise Financial Services, LLC

41 W Putnam Ave

Greenwich, CT 06830
203-302-6741

Michael L Feinstein - Ameriprise Financial Services, LLC

2507 Post Rd
Fl 3

Southport, CT 06890
203-610-8234

Theresa Cavalier

15 South Main St.

West Hartford, CT 06107
203-974-5175

Brian Maitland

856 Cromwell Ave

Rocky Hill, CT 06067
860-257-0738

Christian Morgan - Ameriprise Financial Services, LLC

227 Monroe Tpke
Ste 1

Monroe, CT 06468
203-261-7526

Meeks McCormick & Evanchik - UBS Financial Services Inc.

8 Wright Street
3rd Floor

Westport, CT 06880
203-291-1083

Christopher Maciejak - Ameriprise Financial Services, LLC

250 State St
Unit E1

North Haven, CT 06473
203-407-8188

Raymond Panek

318 State Street

Bridgeport, CT 06604
603-334-6735

Peter Grave - Morgan Stanley

500 Post Road East 3rd
Fl

Westport, CT 06880
203-221-6054

Tailored Cents

366 Buena Vista Road

Fairfield, CT 06825
860-202-7102

River Valley Wealth Management - Ameriprise Financial Services, LLC

99 E River Dr
Fl 8

East Hartford, CT 06108
860-466-7272

John M Picard - Ameriprise Financial Services, LLC

250 State St
Unit J2

North Haven, CT 06473
203-407-8189

Thomas LaPointe - Ameriprise Financial Services, LLC

963 Hopmeadow St

Simsbury, CT 06070
860-651-5969

Al Baran - Ameriprise Financial Services, LLC

6580 Main St
Ste 102

Stratford, CT 06614
203-378-0699

David P Gershoni - Ameriprise Financial Services, LLC

545 Long Wharf Dr
Ste 501

New Haven, CT 06511
203-285-1816

Paul Scileppi - Ameriprise Financial Services, LLC

850 Farmington Ave

Farmington, CT 06032
860-284-9882

Michael Snow - Ameriprise Financial Services, LLC

185 Asylum St

Hartford, CT 06103
860-380-2146

Patrick Kennedy - Morgan Stanley

433 South Main St.
Suite 100

West Hartford, CT 06110
860-313-7174

Sherrie L Deveau - Ameriprise Financial Services, LLC

111 Founders Plz
Ste 1503

East Hartford, CT 06108
860-290-8880

Nicholas Difalco - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4350

Karen Goersch - Ameriprise Financial Services, LLC

10 Wright St

Westport, CT 06880
203-349-4351

Jason Cerniglia - Ameriprise Financial Services, LLC

56 Williams Ave

Mystic, CT 06355
860-245-0251

Six Point Wealth Advisors - Ameriprise Financial Services, LLC

100 Queen St

Southington, CT 06489
860-426-9950

Sean Allen - Ameriprise Financial Services, LLC

95 Glastonbury Blvd
Ste 408

Glastonbury, CT 06033
860-430-1919

Matthew Ellis - Ameriprise Financial Services, LLC

945 Main St
Ste 305

Manchester, CT 06040
860-533-0063