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State DirectoryInvestment Securities in Stevenson, CT
1. Edward Jones - Financial Advisor: Kristina J Matwijec, CFP®|CFA®
314 Center Rock Grn, Oxford, CT 06478
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…
2. Bob Tosetti - Financial Advisor, Ameriprise Financial Services
90 Oxford Rd, Oxford, CT 06478
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…
3. Nancy Daoud Financial Planning
90 Oxford Rd, Oxford, CT 06478
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…
7. Velcofsky, Peter, AGT
6580 Main St, Stratford, CT 06614
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. Central Associates Financial Services
226 Beaver St, Ansonia, CT 06401
From Business: At Central Associates Financial we understand that our clients face many important decisions that can affect their long-term financial success. Some of these decisions revolve…
9. Compass Capital Management
2 Pomperaug Office Park Ste 301, Southbury, CT 06488
From Business: Compass Capital Management At the end of the day, what is it you care about most? Our clients are doing important work in public schools, hospitals, small businesses, and…
16. Edward Jones - Financial Advisor: Scot Little
245 Amity Rd Ste 103, Woodbridge, CT 06525
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. Edward Jones - Financial Advisor: Achyuta S Nidadavolu, CFP®|ChFC®|CLU®
188 Main St Ste 25, Monroe, CT 06468
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…
18. John M. Grayeski - Wilmington Advisors @ M&T
40 Quality St, Trumbull, CT 06611
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…
19. Erin Candler, AAMS® - Wilmington Advisors @ M&T
40 Quality St, Trumbull, CT 06611
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…
20. Edward Jones - Financial Advisor: Karl Moosburger
6580 Main St Ste 103, Stratford, CT 06614
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…
21. Timothy J Haas, CFP® CIMA® RMA® EA MBA
107 Church Hill Rd Bldg A, Sandy Hook, CT 06482
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…
22. Cullen, Joe
900 Main St S, 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…
23. Sayegh, Stephen N
500 Shelton Ave, Shelton, CT 06484
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…
24. Richard Miller - Private Wealth Advisor, Ameriprise Financial Services
2 Corporate Dr Ste 743, Shelton, CT 06484
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. Holmes, John J
20 Sherman Hill Rd, Woodbury, CT 06798
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…
26. Heritage Capital
1 Bradley Rd Ste 202, Woodbridge, CT 06525
From Business: The team at Heritage Capital has been helping people retire with confidence for over 30 years. We use active investment management and comprehensive financial planning to help…
27. Jordan W. Sullivan - Wilmington Advisors @ M&T
198 Amity Rd, Woodbridge, CT 06525
From Business: With more than 15 years of industry experience, Jordan specializes in helping people identify their financial needs. Even if your situation is complex, he’ll have strategies…
28. TrinityPoint Wealth
612 Wheelers Farms Rd, Milford, CT 06461
From Business: We are an independent investment advisory firm in Milford, Connecticut. Our dedicated financial advisors have decades of experience serving individuals and families, retirement…
