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Map of South Lyme, CT

Investment Securities in South Lyme, CT

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3. Northeast Financial Group

Northeast Financial Group

194 Boston Post Rd, East Lyme, CT 06333

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

From Business: Insurance Consultants

4. Exencial Wealth Advisors

Exencial Wealth Advisors

83 Halls Rd Ste 205, Old Lyme, CT 06371

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

From Business: Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management…

5. Edward Jones - Financial Advisor: Linda B Griffiths

Edward Jones - Financial Advisor: Linda B Griffiths

51 Pennsylvania Ave, Niantic, CT 06357

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

6. Essex Financial Services Inc

Essex Financial Services Inc

176 Westbrook Rd, Essex, CT 06426

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

From Business: Essex Financial Services is a full-service independent provider of financial products and services. It offers a wide variety of financial products that include annuities,…

YP
21 Years
in Business

14. Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services

Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services

191 Main St Ste 2101, Old Saybrook, CT 06475

From Business: At Root, Borajkiewicz, Lucarelli Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial…

15. Callahan, Jonathan D

Callahan, Jonathan D

205 Old Boston Post Rd, Old Saybrook, CT 06475

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…

16. Brophy, Linda F

Brophy, Linda F

2 Essex Sq, Essex, CT 06426

OPEN NOW:8:30 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

17. Coffey, Maria L

Coffey, Maria L

2 Essex Sq, Essex, CT 06426

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

18. Judge & Associates Wealth Management of Janney Montgomery Scott

Judge & Associates Wealth Management of Janney Montgomery Scott

1551 Boston Post Rd 2nd Fl, Westbrook, CT 06498

OPEN NOW:8:30 am - 4:30 pm

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…

19. Beat Ryff - Wilmington Advisors @ M&T

Beat Ryff - Wilmington Advisors @ M&T

716 Broad Street Ext, Waterford, CT 06385

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

From Business: No single strategy will fit every client. That’s why Beat will partner with you to create a personalized financial plan that accounts for your goals and specific circumstances.…

29. Chelsea Groton Bank

Chelsea Groton Bank

2 Water St, Mystic, CT 06355

OPEN NOW:8:00 am - 6:00 pm

From Business: Our Mystic branch team is eager to help you work toward achieving your financial goals. If you need to make an in-person appointment, or have any other COVID-related banking…

30. Church, Manly K

Church, Manly K

60 Willow St, Mystic, CT 06355

OPEN NOW:8:30 am - 4:30 pm

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you and partnering…