Connect with Top-Rated Financial Planners in North Haven!

Morrissey Wealth Management is a Fee-Only Registered Investment Advisor offering comprehensive financial planning, investment management, and retirement plan consulting services to individuals and families approaching or in retirement. With a team of experts led by Certified Financial Planner Ryan Morrissey, we're dedicated to helping our clients achieve financial peace of mind in retirement.

PTS Asset Management is a registered investment advisor established in 1990, specializing in reducing risks associated with investing. Their approach combines the blending of two risk reduction techniques: asset allocation and pro-active asset management. They provide their services to high net worth individuals, families, institutions, and non-profit organizations nationwide. Their mission is to participate in rising markets and preserve in declining markets. They offer a nationwide network of professional financial advisors, brokers, and agents to help individuals and institutions make clear choices in asset management. With decades of investment experience, their founding partners have helped clients succeed in various market conditions, including the late 90s and early 2000s. By combining their expertise with a personalized approach, PTS Asset Management aims to help clients achieve their financial goals while minimizing risk.

Juniewic Financial Group is an independent financial planning firm serving individuals, families, and business owners in North Haven, CT. With years of experience, we help clients create a personalized financial plan to achieve their goals. Our services include wealth management, retirement consulting, estate planning, investment management, and more. We believe in building long-term relationships with our clients and providing them with the knowledge, sound judgment, and personalized service they need to confidently pursue their financial goals.

Kanner Financial Services is a boutique financial services firm offering comprehensive financial planning, investment management, estate planning, and tax planning services to individuals and families in North Haven, Connecticut, and surrounding areas. Our team of experienced financial professionals is dedicated to providing personalized attention, expertise, and support to help clients achieve their financial goals and secure a prosperous future. With a focus on warmth, empathy, and understanding, we strive to make a positive impact on the lives of our clients and their loved ones.

Harris & Company Wealth Management offers a comprehensive suite of financial services including financial planning, investment management, tax preparation, estate planning, education planning, retirement planning, municipal deferred compensation, life insurance, and long-term care funding. With over 35 years of experience, our team is dedicated to helping clients achieve their financial goals and secure a prosperous retirement. We believe in building personal, long-lasting relationships and keeping them strong through personal attention, quality service, and well-earned trust. Our experienced financial representatives and administrative staff are always eager to guide you through the process of investing, keeping up-to-date with your current holdings, and staying confident about the choices we make together.