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Advisors near 06716
Out of 400,000+ nationwide
Aaron S
Series 63
Wolcott, CT
Farmingbury Financial Services, LLC
Robert B
PFSâ„¢
Carmel, CA
Bleeck Financial Management, Inc.
Joseph P
Series 65
West Hartford, CT
Northmont Wealth Management LLC
James R
CFA®, Series 65, Series 66
West Hartford, CT
JQR Capital Management, LLC
Hugo S
CFA®
Farmington, CT
Navigator Financial LLC
Sam S
Series 63, Series 65
Southbury, CT
Shehu Asset Management, LLC
Dave M
CFP®, CPWA®
West Hartford, CT
McCary Anheuser Wealth Management, LLC
Dave McCary, CFP®, CPWA®, CRI®, MBA, serves doctors, business owners, commercial real estate owners, and ultra-high net worth family members nationwide who want to create family wealth across generations in a tax efficient manner. He is their outsourced CFO and CIO to their CEO. Dave also acts as Investment Advisor to his clients' business retirement plans, sharing their Plan Sponsor ERISA liability for safe investing for them and their employees. His quality retirement plan advising results in a strong employee benefit package that helps clients attract top talent into their businesses. As a former Private Banker for a large NYC commercial bank (now part of JP Morgan), investment officer for a Aetna Life Insurance in Hartford, entrepreneur in commercial real estate serving clients including JP Morgan, Citibank's Alternative Asset Group, Greenwich Capital, and Allied Capital, and co-Founder and lead Advisor to his family's Virtual Family Office since 2001, Dave has the experience and hard-earned wisdom needed to be an effective fee-only fiduciary Advisor to his clients. In his community, Dave is a respected Trustee helping oversee over $100 million for the following groups: 1) University of Hartford Art School; 2) Connecticut Museum of History; 3) Colt Family Bequest; and 4) Episcopal Bishops of Connecticut Endowment. Outside of work, Dave enjoys family time while also pursuing skiing (PSIA Certified ski instructor), photography (www.dwmccary.com), biking (pedal and motorized), golf, and flying small planes. Dave lives in West Hartford with his wife, and together they have three adult children and four grandchildren.
Nathaniel B
CFP®, Series 63
Watertown, CT
Burne Financial Concepts, LLC
Brian E
Series 65
Farmington, CT
BE Investment Management
Ronald I
CFP®, Series 65
Woodbury, CT
Ronald J. Iannucci CFP
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Advisors near 06716
Out of 400,000+ nationwide