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Advisors near 06801

Out of 400,000+ nationwide

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Stephen T

CFA®, Series 65

Ridgefield, CT

Granite Hill Capital Management, LLC

General retirement planning Income planning Wealth management Passive / index investing
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Lawrence H

Series 65

Redding, CT

HarborAdvisors, LLC

Wealth management Consultant
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Sean W

Series 63, Series 66

Katonah, NY

Brandon Hill Wealth Management, LLC

Options & derivatives strategies
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Daniel G

CFP®, CFA®, Series 63, Series 65

Newtown, CT

Iron Path Wealth Management, Inc.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Executive
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Anthony S

Series 63, Series 65

Pound Ridge, NY

1230 Advisors, LLC

Active portfolio management Concentrated stock management Tax-loss harvesting Private / alternative investments
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Jean Francis L

CFP®, CFA®

Weston, CT

Fleurus Investment Advisory, LLC

Passive / index investing General retirement planning College savings (529s, UTMA, etc.)
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Mansoor A

Series 63, Series 66

Monroe, CT

Global Hill Wealth Advisors LLC

General retirement planning College savings (529s, UTMA, etc.)
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Mark P

Series 65

Redding, CT

Harvested Financial, LLC

Options & derivatives strategies
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Peter S

Series 65

Bethel, CT

Salzman Financial Management LLC

Passive / index investing
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Ross R

PFS™

Newtown, CT

Riskin Wealth Management, LLC

College savings (529s, UTMA, etc.) Student loan debt General retirement planning Retirement income strategy Cash flow / budgeting
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