Directory for financial advisors and representatives

REFINE:

Expertise

Certifications

Languages

Last Name

Showing 12 advisor(s) and rep(s)

Neil Ballotte

CLU®

Visit my website

Expertise: Financial Planning, Business Continuation Planning, Business Risk Management, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Special Needs Planning, Employee and Executive Benefits Planning

Languages: English

Location: Branford CT, 06405

FINRA BrokerCheck
Charles Bergamo

J.D., ChSNC®, CDFA®, ChFC®, WMCP®

Visit my website

Expertise: Special Needs Planning, Estate Planning, Wealth Management, Fee-Based Financial Planning

Languages: English

Location: New Haven CT, 06511

FINRA BrokerCheck
David BrownVisit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Estate Planning, Financial Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Special Needs Planning

Languages: English

Location: Branford CT, 06405

FINRA BrokerCheck
Bryant GeorgeI specialize in comprehensive planning for business owners and professionals. I am passionate about helping my clients achieve their financial goals in an environment that is motivating, understandable and transparent. My team and I focus on tax efficiency and wealth preservation strategies to help build a strong financial foundation for today and tomorrow. Let us help you live life differently.Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Employee and Executive Benefits Planning, Investment Strategies, Estate Planning, Financial Planning, Retirement Income Planning, Education Funding

Languages: English

Location: New Haven CT, 06511

FINRA BrokerCheck
Anthony Gonzalez

CLTC®, CLU®, ChFC®, CFP®, RICP®

Visit my website

Expertise: Business Continuation Planning, Education Funding, Disability Income Planning, Long Term Care Planning, Employee and Executive Benefits Planning, Investment Strategies, Special Needs Planning, Life Insurance Planning

Languages: English

Location: New Haven CT, 06511

FINRA BrokerCheck
Jesse LiskaVisit my website

Expertise: Financial Planning, Wealth Management, Retirement Income Planning, Retirement Planning, Investment Strategies, Disability Income Planning, Life Insurance Planning, Education Funding, Estate Planning, Business Succession Planning

Languages: English

Location: Branford CT, 06405

FINRA BrokerCheck
Michael Maddelena

CLU®, ChFC®

Visit my website

Languages: English

Location: New Haven CT, 06511

FINRA BrokerCheck
Will McIntoshVisit my website

Expertise: Business Risk Management, Business Succession Planning, Business Valuation Planning, Long Term Care Planning, Retirement Planning, Estate Planning, Financial Planning, Disability Income Planning

Languages: English

Location: New Haven CT, 06511

FINRA BrokerCheck

Get to know our leadership.