Connect with Top-Rated Financial Planners in Connecticut!

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Connecticut Investors Group

Glastonbury, CT

C.I.G. Private Wealth Management is a financial services firm that offers a wide range of financial planning, investment management, and wealth management services to individuals and organizations. With

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Athene Wealth Management

Glastonbury, CT

Athene Wealth Management is a financial services company that offers a range of services including retirement planning, investment, estate insurance, and tax planning. Our team of professionals is dedicated

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Levine Gottfried & Somberg

Glastonbury, CT

Gottfried & Somberg Wealth Management, LLC is a comprehensive wealth management firm that provides personalized financial planning and investment management services to high net worth individuals, families

Mundo Financial Services

South Windsor, CT

Mundo Financial Services provides comprehensive financial planning and wealth management services to individuals and families in Lakewood Ranch, focusing on 401K and IRA rollover options, retirement planning

Sightline Wealth Advisors

Groton, CT

Sightline Wealth Advisors takes a 360-degree perspective when creating your living financial plan. With abundant experience, focus on client relationships, and investment in unifying technology, we partner

Northcoast Asset Management

Greenwich, CT

NorthCoast Asset Management is a financial advisory firm specializing in quantitative research and the construction of risk-managed portfolios. With a focus on data and discipline, the firm delivers innovative

McCabe Financial

Glastonbury, CT

McCabe Wealth Management offers personalized financial services, including wealth management, retirement planning, estate conservation, and investment management strategies. With over 30 years of experience

Cocc

Southington, CT

Cornerstone Community Credit Union (COCC) is a financial technology company that provides a range of services to community banks and credit unions. Our Core Banking Solution, Cash Management Suite, and

Sage Search Advisors

Greenwich, CT

Sage is a full-service executive recruiting and advisory firm for the global financial service industry, working with clients throughout the US and Europe. We identify and evaluate top talent solutions

Bright Asset Management

Branford, CT

Bright Asset Management provides comprehensive financial planning and investment management services for individuals, families, and small business owners. Our mission statement is straightforward - Simplify