Sunstone Financial Group
Financial Planner
243 Hartford Turnpike, Suite 208 Vernon, Connecticut 06066Heidi was very helpful in helping my parents with medicare .She was very professional and nice we couldnt do it without her. Thank you again Heidi you are the best!!!
Daniel Civiello - Associate Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
100 Queen St Southington, Connecticut 06489Best financial advise in the state, Ameriprise knows what's best the whole staff is great!
Bob Tosetti - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
90 Oxford Rd Oxford, Connecticut 06478
Genesis Financial Group
Financial Planner
953 Farmington Ave Berlin, Connecticut 06037Don't even inquire, If you don't go with them they'll email and call you forever!!!!!!!
Bankers Life
Insurance Agency, Financial Planner, Health Insurance Agency
195 Scott Swamp Rd Ste 2 Farmington, Connecticut 06032Declans knowledge and expertise has guided me in the right direction for planning my retirement.
The O'Brien Group - Ameriprise Financial Services, LLC
Financial Planner
50 Canal St Putnam, Connecticut 06260Pat answered his phone on the first ring!! I explained I needed a little advice and help and he saw me the next morning! He was super helpful and is very responsive. I lo ... more
Merchant Advisors
Loan Agency, Financial Consultant, Financial Planner
9-5 Novelty Ln suite b Essex, CT 06426Jake was very patient as we took our time to choose between a business line of credit and a term loan. She professionally answered our every question and helped us unders ... more
David P Gershoni - Ameriprise Financial Services, LLC
Financial Planner, Investment Service
545 Long Wharf Dr #501 New Haven, Connecticut 06511I learned so much from Dave! Definitely recommend. Has a keen way of making things that seem difficult to understand very simple and comprehensive.
Joseph Kintschi - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
329 Main St Portland, Connecticut 06480Nina Daoud - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
90 Oxford Rd Oxford, Connecticut 06478Ian Anderson - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
158 Main St, Suite 1 Putnam, Connecticut 06260Pat answered his phone on the first ring!! I explained I needed a little advice and help and he saw me the next morning! He was super helpful and is very responsive. I lo ... more
Mc Cabe & Associates - Ameriprise Financial Services, LLC
Financial Planner
329 Main St Portland, Connecticut 06480River Valley Wealth Management - Ameriprise Financial Services, LLC
Financial Planner
The Parsonage, 63 High Street Suffield, Connecticut 06078Très beau
PWI Wealth Partners - Ameriprise Financial Services, LLC
Financial Planner
10 Wright St, Fl 1st Westport, Connecticut 06880River Valley Wealth Management - Ameriprise Financial Services, LLC
Financial Planner
99 East River Dr, 8th Floor East Hartford, Connecticut 06108
First Command Financial Advisor - Karl Timmerman
Financial Planner
400 Bayonet St, Suite 306 New London, Connecticut 06320I can't express how grateful I am to have had the opportunity to work with Kelly. She has truly transformed my financial outlook and given me the peace of mind I've been ... more
Caiaze, Reed & Violette - Wealth Planning Counselors
Financial Planner
30 Batterson Park Road, Suite 350 Farmington, Connecticut 06032Heading north on 91 a long ways from home and my trailer rim decided to ship out due to lose lugs breaking the lugs off on its way out. Had a hell of a day trying to find ... more
First County Bank
Bank, ATM, Business Banking Service
660 Main Ave Norwalk, CT 06851Amazing service
Centurion Wealth Management - Ameriprise Financial Services, LLC
Financial Planner
1781 Highland Ave, Ste 207 Cheshire, Connecticut 06410Thank you, Matt Baum For the patients you have shown me in dealing with my financial concerns ! I commend you on your service to me with any and all questions that I hav ... more
Patrick O'Brien - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
50 Canal St, Ste 1 Putnam, Connecticut 06260Pat took the time to explain my options to me when I was looking for cash to make repairs to my home. His advice will potentially save me tens of thousands of dollars. ... more
Jeff Jolly - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
250 State St, Unit E1 North Haven, Connecticut 06473Jeff is a great person. Known him since we were kids. He has been there for me helping with my major financial decisions. Id recommend Jeff Jolly at Ameriprise for every ... more
Edward Hopkins and Associates
Financial Planner
36 Devonshire Lane Madison, CT 06443If you have a family and own a business Ed is someone you must speak with. After working with Ed for just a short time we are already much more confident in our financial ... more
Hunter, Villarroel & Associates - Ameriprise Financial Services, LLC
Financial Planner
10 Wright St, Fl 1st Westport, Connecticut 06880
Agemy Financial Strategies, Inc
Financial Planner
1570 Boston Post Rd Suite 400 Guilford, CT 06437Andrew and his staff are amazing! Since becoming clients, we have been so pleased with how he has given such a throrough look at our budgets and investments. He is a grea ... more
Milestone Asset Management Group LLC
Financial Planner
302 W Main St Suite 206B Avon, Connecticut 06001I consider Mike as an advisor extraordinaire; who goes above and beyond to create financial strategies to help his clients. He brings a wealth of experience and is alway ... more
The Milford Bank
Bank, ATM, Financial Planner
3651 Main St Stratford, CT 06614Great financial institution for small businesses but also for personal accounts.
Fiduciam Financial - Ameriprise Financial Services, LLC
Financial Planner
835 Straits Tpke, Ste A Middlebury, Connecticut 06762
New England Capital
Financial Planner, Investment Service
79 Main Street South Meriden, Connecticut 06451
R. Christopher Damon-Financial Advisor,CFP,CRPC,AWMA,AAMS Damon Wealth Management Group
Financial Planner
205 Old Boston Post Road Old Saybrook, Connecticut 06475Chris and I have been working together for over 20 years..He as helped my family & I to plan for my retirement and has advised me on the best ways to invest for our futur ... more
Dominick Santoro | LPL Financial
Financial Planner
83 Wooster Heights Road, Suite 125 Danbury, CT 06810
Robert Moquin - RBC Wealth Management Financial Advisor
Financial Planner
20 Church Street Suite 2300 Hartford, Connecticut 06103Bankers Life
Insurance Agency, Financial Planner, Health Insurance Agency
185 Plains Rd Ste 205W New Rochelle, New York 06461Ive always had good service from Lee Giordano. I appreciate the opportunities he gives me and the concern he has for my benefit.
Bankers Life
Insurance Agency, Financial Planner, Health Insurance Agency
100 Reserve Rd Ste 4196 Danbury, Connecticut 06810Jalen Chapman has been totally outstanding in his work with myself and my wife. My wife already had Medicare and I was getting closer to receiving it. Jalen came to our h ... more
Bankers Life
Insurance Agency, Financial Planner, Health Insurance Agency
185 Plains Rd Ste 205W Milford, Connecticut 06461Been a client for 10 years, very satisfied with Bankerslife
Bankers Life
Insurance Agency, Financial Planner, Health Insurance Agency
195 Scott Swamp Rd Ste 2 Farmington, Connecticut 06032I had some investment questions after a big life change and needed investment help/advice. I worked with Charles Lee, he was a referral from a friend that he also worked ... more
Bankers Life
Insurance Agency, Financial Planner, Health Insurance Agency
185 Plains Rd Ste 205W Milford, Connecticut 06461Lee Giordano and Nathaniel Julien were very personable, informative, answered questions and made sound suggestions. Especially with information about extended care for m ... more
Kevin Tabellione - RBC Wealth Management Financial Advisor
Financial Planner
200 Glastonbury Blvd., Suite 103 Glastonbury, Connecticut 06033I've worked with Kevin for more than 20 years. He has always put the client first. The customer service is top notch.
Patrick J Skelly - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
37 Broadway North Haven, Connecticut 06473Eddie Eskandarian - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
41 W Putnam Ave Greenwich, Connecticut 06830The Milford Bank
ATM, ATM, Financial Planner
33 Broad St Milford, CT 06460Amazing help when I needed it
Christian Morgan - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
227 Monroe Turnpike, Ste 1 Monroe, Connecticut 06468I have had this firm manage my company pension and my personal mutual fund portfolio for the past 9 years. They are conservative, professional and make the investing proc ... more
Carson Wealth
Financial Planner
10 Melrose Dr Farmington, Connecticut 06032Have had a professional relationship with this firm dating back to the 90s. World class from top to bottom. Always there for us and now there investing and taking care of ... more
Anthony Salerno - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
2507 Post Rd, Fl 3 Southport, Connecticut 06890
Abbas Tax Services - by Liberty Tax - Income Tax, Business Taxes, Bookkeeping , Insurance Agency - 06042, 06066
Tax Preparation, Auto Insurance Agency, Bookkeeping Service
294 B Main St Manchester, CT 06042And does really well to get me all earn credit they are wonderful been there for 4yr an will not go to anybody else
Michael L Feinstein - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
2507 Post Rd, Fl 3 Southport, Connecticut 06890Michael is a fighter and doesn’t like to give up...very knowledgeable and inventive!!!
Laura Fish-Kelly - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
180 Glastonbury Blvd, Ste 105 Glastonbury, Connecticut 06033Christopher L Fry - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
100 Queen St Southington, Connecticut 06489Best financial advise in the state, Ameriprise knows what's best the whole staff is great!
Wealth Enhancement Group
Financial Planner, Financial Planner
23 Old Kings Hwy S #102 Darien, CT 06820R Christopher Damon - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
205 Old Boston Post Rd Old Saybrook, Connecticut 06475Chris and I have been working together for over 20 years..He as helped my family & I to plan for my retirement and has advised me on the best ways to invest for our futur ... more
First Command Financial Advisor - Lyle Gal
Financial Planner
400 Bayonet St, Suite 306 New London, Connecticut 06320I can't express how grateful I am to have had the opportunity to work with Kelly. She has truly transformed my financial outlook and given me the peace of mind I've been ... more
