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Advisors near 06374

Out of 400,000+ nationwide

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Leslie W

CFA®

Hampton, CT

Troika Investment Advisors, LLC

Active portfolio management
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Steven B

CFP®

Norwich, CT

Thames Financial Management

Options & derivatives strategies
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Andrew S

CFA®, Series 63

Norwich, CT

Thames Financial Management

Options & derivatives strategies
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Daniel M

CFP®, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Daniel M

Series 65

Plainfield, CT

FCIG Wealth Management, LLC

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Matthew S

CFP®

Sterling, CT

Axis Wealth Partners, LLC

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Debt management Founder/Business Owner Retired Mid-Career Professionals Approaching retirement
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Daniel D

Series 65

Plainfield, CT

FCIG Wealth Management, LLC

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Ryan B

Series 63, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Tomasz K

Series 63, Series 66

Dayville, CT

OSAIC Institutions, INC.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Jeffrey S

Series 63, Series 65

Norwich, CT

Hightower Advisors

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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