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Map of Newtown, CT

Mutual Funds in Newtown, CT

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1. Edward Jones - Financial Advisor: Bryan Roth, CFP®|AAMS™

Edward Jones - Financial Advisor: Bryan Roth, CFP®|AAMS™

19 Church Hill Rd Ste 2, Newtown, CT 06470

OPEN NOW:8:00 am - 5:00 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
102 Years
in Business

2. Timothy J Haas, CFP® CIMA® RMA® EA MBA

Timothy J Haas, CFP® CIMA® RMA® EA MBA

107 Church Hill Rd Bldg A, Sandy Hook, CT 06482

OPEN NOW:9:00 am - 5:00 pm

From Business: At Waypoint Financial Planning, we specialize in holistic financial planning for successful business owners, individuals, and couples planning for retirement. As an independent…

4. Ameriprise Financial Services

Ameriprise Financial Services

900 Main St S Ste 101, Southbury, CT 06488

OPEN NOW:9:00 am - 5:00 pm

From Business: Specializing in Estate Planning * Retirement Planning * Educational Savings

YP
35 Years
in Business

7. Alexander Fredericks - Financial Advisor, Ameriprise Financial Services

Alexander Fredericks - Financial Advisor, Ameriprise Financial Services

57 North St Ste 208, Danbury, CT 06810

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

8. Nicholas Guiditta - Private Wealth Advisor, Ameriprise Financial Services

Nicholas Guiditta - Private Wealth Advisor, Ameriprise Financial Services

900 Main St S Ste 100, Southbury, CT 06488

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

9. Derek Packett - Financial Advisor, Ameriprise Financial Services

Derek Packett - Financial Advisor, Ameriprise Financial Services

900 Main St S Ste 100, Southbury, CT 06488

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

10. Joe Cullen - Financial Advisor, Ameriprise Financial Services

Joe Cullen - Financial Advisor, Ameriprise Financial Services

900 Main St S Ste 100, Southbury, CT 06488

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

11. Timothy Blankenship - Financial Advisor, Ameriprise Financial Services

Timothy Blankenship - Financial Advisor, Ameriprise Financial Services

900 Main St S Ste 100, Southbury, CT 06488

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

19. Advanced Investment Strategies Ltd

Advanced Investment Strategies Ltd

4371 Madison Ave, Trumbull, CT 06611

OPEN NOW:9:00 am - 5:00 pm

From Business: * Please Visit Our Website For More Information

20. Barnum Financial Group

Barnum Financial Group

6 Corporate Dr Ste 550, Shelton, CT 06484

OPEN NOW:9:00 am - 5:00 pm

From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The…

22. Lisa Guerrera - Financial Advisor, Ameriprise Financial Services

Lisa Guerrera - Financial Advisor, Ameriprise Financial Services

10 Roberts Ln Ste 205, Ridgefield, CT 06877

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

23. Christian Morgan - Private Wealth Advisor, Ameriprise Financial Services

Christian Morgan - Private Wealth Advisor, Ameriprise Financial Services

227 Monroe Tpke Ste 1, Monroe, CT 06468

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

25. Opus: Advice First - Ameriprise Financial Services

Opus: Advice First - Ameriprise Financial Services

90 Oxford Rd, Oxford, CT 06478

OPEN NOW:8:00 am - 5:00 pm

From Business: At Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

26. Terence Gibbons - Financial Advisor, Ameriprise Financial Services

Terence Gibbons - Financial Advisor, Ameriprise Financial Services

90 Oxford Rd Ste 401, Oxford, CT 06478

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

27. Nina Daoud - Financial Advisor, Ameriprise Financial Services

Nina Daoud - Financial Advisor, Ameriprise Financial Services

90 Oxford Rd, Oxford, CT 06478

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

28. Stephen N. Sayegh, CFP® - Wilmington Advisors @ M&T

Stephen N. Sayegh, CFP® - Wilmington Advisors @ M&T

500 Shelton Ave, Shelton, CT 06484

OPEN NOW:9:00 am - 5:00 pm

From Business: As a senior financial advisor with nearly 40 years of experience, Stephen understands that careful listening is key to unlocking the right solutions for your specific…

29. John M. Grayeski - Wilmington Advisors @ M&T

John M. Grayeski - Wilmington Advisors @ M&T

40 Quality St, Trumbull, CT 06611

OPEN NOW:9:00 am - 5:00 pm

From Business: John takes the time to form a partnership with you so he can better understand your unique goals and objectives. No matter where you stand on the financial spectrum, he can…

30. Erin Candler, AAMS® - Wilmington Advisors @ M&T

Erin Candler, AAMS® - Wilmington Advisors @ M&T

40 Quality St, Trumbull, CT 06611

OPEN NOW:9:00 am - 5:00 pm

From Business: No matter where you stand on the financial spectrum, Erin can customize a plan to address your investment and insurance needs. She strives to create a partnership with you and…