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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 32 near 06374

Out of 400,000+ nationwide

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Matthew C

Series 66

Norwich, CT

Merrill

Matthew Carney is a Senior Financial Advisor with Merrill Lynch Wealth Management. As a CERTIFIED FINANCIAL PLANNER® professional, he specializes in financial and retirement planning, working closely with clients to develop personalized wealth management strategies that align with their financial and personal goals. Matthew focuses on areas including executive compensation, equity compensation services, family wealth management, socially responsible investing, and comprehensive investment management services. Matthew began his career in the financial industry in 2016 and joined Merrill Lynch Wealth Management in 2017. He earned a Bachelor of Arts degree in Economics and American Public Policy from St. Mary's College of Maryland, graduating with Magna Cum Laude honors. During college, he was a member of the men's varsity lacrosse team and contributed to community service efforts through the student-athlete advisor committee. He is involved in several professional and alumni organizations, including the College for Financial Planning, the St. Mary’s College of Maryland Alumni Association, and the Potomac School Alumni Association. Matthew also participates in community initiatives such as the St. Mary's College of Maryland men’s lacrosse fundraising game benefiting The Wounded Warrior Project.

Wealth management Long-term care insurance Trust structures (GRAT, IDGT, revocable) ESG / Sustainable investing Executive
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Nat N

Series 63, Series 65

Scotland, CT

Merrill

Nat Nunn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner on the Ellison Kibler & Associates team. The group is one of the oldest and largest in the country at Merrill, with over 39 years of experience providing wealth management advice and guidance to high-net-worth individuals, families, private business owners, corporations, foundations, endowments, and retirement plans. Nat’s practice includes a core focus on exit planning for private business owners. Nat offers expertise in a broad range of client focus areas including executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Nat is a Personal Investment Advisor (PIA) and holds a bachelor's degree from the University of the South. In addition to professional responsibilities, Nat is involved in community activities, volunteering with local organizations. Personal interests include adventure sports, fishing, golfing, hunting, spending time with family, and traveling. Nat’s approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals.

Wealth management Business exit / sale strategy Business ownership considerations Retirement income strategy Charitable giving & philanthropy Founder/Business Owner
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Dana K

Series 66

Norwich, CT

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management
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Cynthia G

Series 63, Series 65

Lisbon, CT

Merrill

Cynthia Guertin Gileau is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2000, focusing on developing financial strategies for high-net-worth individuals, families, and businesses to help them achieve both short- and long-term financial goals. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Cynthia holds the Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from the Florida Institute of Technology. She also completed her high school education at Plainfield High School.

Wealth management General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Women Professionals
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Andrew S

CFA®, Series 63

Norwich, CT

Thames Financial Management

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Steven B

CFP®

Norwich, CT

Thames Financial Management

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Leslie W

CFA®

Hampton, CT

Troika Investment Advisors, LLC

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Gary P

Series 65

Danielson, CT

Westcott Investment Advisors LLC

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William G

CFP®, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

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Daniel M

CFP®, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

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