Advisor at East Guilford Financial Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
East Guilford Financial Services LLC
Location
Madison, CT 06443
Credentials
CFP®, Series 63
Industry experience
41 years
Gregory Guidone is a CFP® with 41 years of industry experience, currently serving as the sole advisor at East Guilford Financial Services LLC since 2021. He previously worked at Bannon, Ohanesian & Lecours, Inc. for 14 years and has been involved with East Guilford Financial Services since 2001. In addition to his advisory role, he is a licensed independent insurance agent in Connecticut, selling life, medical, disability, and long-term care insurance, a practice he has maintained since 1982. East Guilford Financial Services LLC is an SEC-registered independent investment adviser managing approximately $193 million for about 301 clients, including individuals, pension plans, charities, and businesses. The firm employs an asset-allocation approach using mutual funds, ETFs, and other securities, with portfolios reviewed regularly and investment restrictions accommodated when feasible.
Based on East Guilford Financial Services LLC
0.5% annually
$200 per hour, negotiable
60 Boston Post Rd.
Madison, CT 06443
Connecticut · Massachusetts · New Hampshire · New York · Rhode Island · Texas
East Guilford Financial Services LLC
2021 - Present (5 years)
Bannon, Ohanesian & Lecours, Inc.
2004 - 2018 (14 years)
East Guilford Financial Services
2001 - 2021 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63, Series 65
Madison, CT
Sursum Financial LLC
Series 63, Series 65
Essex, CT
Brae Head, Inc.
Series 63, Series 65
Branford, CT
Worrell Advisory Services
Series 63, Series 65
Madison, CT
Wax Asset Management LLC
Series 63, Series 65
Branford, CT
B.P. Walsh and Co., LLC
Series 63, Series 65
Guilford, CT
McCauley Investments Advisors LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")