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Advisors near 06355
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Marc L
CFP®
Waterford, CT
In the Money Retirement Planning Limited Liability Company
With family at the center of everything I do, I help you build, manage, and protect your wealth—so your loved ones inherit clarity, not chaos. As a family wealth advisor specializing in estate planning, my work goes beyond documents. I help families align their estate plan with their retirement strategy, tax decisions, and investments—so everything works together as one coordinated plan. Too often, I meet families in the middle of avoidable situations: messy estate settlements, unexpected tax bills, unclear wishes, and financial decisions made under pressure. What should be a time of support turns into confusion, conflict, and costly mistakes. I built my firm to change that. Through thoughtful estate planning, retirement planning, tax strategy, and investment management, I help families stay organized, intentional, and prepared—so when the time comes, everything is handled the way you intended. If you’re worried your family might one day have to untangle a financial mess—or you’ve seen it happen and want to do better—let’s talk. Schedule a free 30-minute consultation and start building a legacy your family will be proud of.
Richard N
Series 65
Mystic, CT
Dewitt Capital Management LLC
Bryan W
Series 65
Mystic, CT
Sound Portfolio Advisors, LLC
Peter R
Series 66
Westerly, RI
First Financial Advisory Services Inc
Matthew C
CFP®, Series 63, Series 65
Westerly, RI
First Financial Advisory Services Inc
Glenn J
Series 63, Series 65
Uncasville, CT
Jabez Financial, LLC
Cassidy S
Series 65
Quaker Hill, CT
Succession Financial, Inc
Steven B
CFP®
Norwich, CT
Thames Financial Management
Austin C
Series 63, Series 66
Uncasville, CT
Jabez Financial, LLC
Andrew S
CFA®, Series 63
Norwich, CT
Thames Financial Management
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Advisors near 06355
Out of 400,000+ nationwide