Westport, CT Financial Advisor Office

Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Investment Strategies

Languages: English

Location: Westport CT, 06880

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Patton Corrigan Visit my website

Languages: English

Location: Westport CT, 06880

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Andrew Kalinowski

CFP®

I know that Financial Planning means something different to everyone, but I still believe that trust is the most important element to any client-advisor relationship. If you're like most of my clients, you want a partner; someone who won't lecture, but will educate and help you make informed decisions. Whether you have a plan in place, or starting from square one, I'd love to see if I can help.Visit my website

Expertise: Financial Planning, Retirement Planning, Education Funding, Wealth Management, Investment Strategies, Life Insurance Planning, Disability Income Planning, Estate Planning, Employee and Executive Benefits Planning, Long Term Care Planning

Languages: English

Location: Westport CT, 06880

CLU®, ChFC®

Expertise: Financial Planning, Estate Planning, Retirement Planning, Education Funding, Life Insurance Planning, Disability Income Planning, Long Term Care Planning

Languages: English

Location: Westport CT, 06880

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Noah KrassinI interned at Northwestern Mutual, immediately knew this was my right career choice and completed the internship ranked 29th in the country. Since graduating from Lafayette, I have been delivering sound financial advice to clients across the country. My goal is to create a complete, customized, tax efficient financial plan inclusive of investments, and insurance that will secure my clients future.Visit my website

Expertise: Disability Income Planning, Financial Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Estate Planning, Retirement Income Planning, Wealth Management, Retirement Planning

Languages: English

Location: Westport CT, 06880

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Samuel Lauria Visit my website

Expertise: Estate Planning, Financial Planning, Private Client Services, Qualified Plan Fiduciary Education, Retirement Income Planning, Retirement Planning, Trust Services, Wealth Management, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Special Needs Planning

Languages: English

Location: Westport CT, 06880

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Cliff Paulson Visit my website

Expertise: Business Risk Management, Business Succession 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: Westport CT, 06880

CLTC®

Expertise: Financial Planning, Retirement Planning, Estate Planning, Disability Income Planning, Education Funding, Life Insurance Planning, Long Term Care Planning, Special Needs Planning, Employee and Executive Benefits Planning

Languages: English

Location: Westport CT, 06880

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