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Top 30 financial advisors of 771 near 06470
Out of 400,000+ nationwide
Amanda K
Series 66
Brewster, NY
Edward Jones
Kristina M
CFP®, CFA®, Series 66
Oxford, CT
Edward Jones
Divorce financial planning
General estate planning guidance
Charitable giving & philanthropy
Women's Finance
Women Professionals
David M
ChFC®, Series 63, Series 66
Southbury, CT
Edward Jones
Retirement income strategy
General retirement planning
Multi-generational wealth transfer
General estate planning guidance
Intergenerational Families
Samuel K
Series 63, Series 66
Newtown, CT
Edward Jones
Business exit / sale strategy
Business succession planning
Business Financial Management
General estate planning guidance
Multi-generational wealth transfer
Oil & Gas
John H
Series 66
Woodbury, CT
Edward Jones
College savings (529s, UTMA, etc.)
General estate planning guidance
Military & Veterans
Brian M
CFP®, Series 66
Stratford, CT
Edward Jones
Retirement income strategy
College savings (529s, UTMA, etc.)
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Founder/Business Owner
Ivan S
Series 66
New Milford, CT
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Business ownership considerations
General retirement planning
Founder/Business Owner
Achyuta N
CFP®, ChFC®, PFS™, Series 66
Monroe, CT
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business exit / sale strategy
Business succession planning
General estate planning guidance
Founder/Business Owner
Intergenerational Families
Helen C
Series 66
Brookfield, CT
Edward Jones
John E
Series 63, Series 66
Watertown, CT
Edward Jones
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business exit / sale strategy
General estate planning guidance
Founder/Business Owner
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Top 30 financial advisors of 771 near 06470
Out of 400,000+ nationwide