Connect with Top-Rated Financial Planners in Rocky Hill!

Progress Wealth Management is a financial planning and wealth management firm dedicated to providing personalized and holistic financial services to minority physicians and business owners. Our expert team, led by Certified Financial Planner professional Carlos Salmon, offers comprehensive financial planning, investment management, and tax strategies to help clients achieve their financial goals. With a focus on fee transparency and fiduciary duty, we empower our clients to make informed decisions about their financial future. From reducing taxes to optimizing income, we help our clients achieve financial freedom and live extraordinary lives.

Ciampi Mandile & Company, LLC is a financial services company offering a wide range of services including tax planning, financial planning, investment management, and mortgage services. With a focus on building strong relationships with clients, the company aims to help individuals and businesses achieve their financial goals.