Financial Advisors in Wallingford, Connecticut (New Haven County)

R. Michael Terry, BA, CFP, MBA
Merit Financial Partners, LLC is an independent, fee only financial planning and investment advisory firm with locations in New York and Connecticut.

We specialize in helping couples and individuals navigate financial decisions throughout life transitions. Whether you are preparing for retirement, negotiating a marriage, blended family or divorce, or adjusting to widowhood, we are with you every step of the way.

We offer comprehensive financial planning, investment management and tax planning services. Specialties include: asset allocation and portfolio design,investment management and advisory, tax planning, insurance and estate planning, retirement planning, divorce financial planning and college financial planning. ... See More

R. Allen Purkiss, CFP
Purkiss Capital Advisors, LLC specializes in helping people who are either retired or are thinking about retirement. With over 25 years experience in the markets, PCA uses a conservative, long term approach, focusing on absolute returns rather than relative performance.... See More

Granite Hill Capital helps busy professionals manage life savings to fund their retirement and goals. An independent financial planning and investment practice, we focus on: (1) creating investment plans that clearly integrate your resources with your goals, (2) tax efficient investing so you retain more of your income, and (3) delivering advice and ongoing management with the best interests of you, the client, in mind. As a fee-only advisor, we are free to choose solutions without commissions, hidden fees, or other conflicts.... See More

Brian Shea, BA, CFP, EA
Shea Financial Advisors is an independent, fee-only tax, financial and investment advisor located in New Canaan, CT. I specialize in working with individuals looking for a practical, comprehensive approach to investment, tax and financial planning.
My open retainer plan is designed to transform your present financial situation - based on your goals, needs and future requirements - into a detailed, practical and usable action plan. Recommendations will aim to maximize your financial results and help achieve your goals by integrating tax, investment, financial, business and estate matters in an efficient manner. My aim is simple - to become your advisor and to help your needs, goals and objectives become a financial reality.... See More

Lansdowne Wealth Management, LLC is an independent, fee-only, fiduciary financial planner in Mystic, Connecticut that offers financial strategies backed by education, knowledge, and experience. Our clients depend on us to provide personalized, thoughtful service and investment advice. As a fee-only registered investment advisor (RIA), we present you with objective, independent guidance for achieving your financial goals.

We have particular expertise in dealing with retirement planning, 401K and IRA rollovers, social security planning, and investment management. Many of our clients work, or have retired from, General Dynamics, Pfizer, and L&M Hospital.

In addition, as a Certified Divorce Financial Analyst, we have a focus on women that are going through divorce or have been widowed.

Robert Henderson, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional.

Please see our personal finance blog at https://LWMwealth.com/blog .

Robert Henderson, CFP®
Lansdowne Wealth Management, LLC
34 Water Street
Mystic, CT 06355


https://LWMwealth.com... See More

Loretta Nolan, AEP, CFP
Loretta Nolan Associates LLC is a fee-only wealth management firm based in Old Greenwich, Connecticut. We provide comprehensive financial planning services, as well as investment management and family office services. Loretta works with senior executives and their families, as well as those who have been recently widowed or divorced. Loretta is a Certified Financial Planner (TM) and an Accredited Estate Planner.... See More

It’s rare to find a team like ours. Our experienced professionals have been assembled to offer you the depth of resources, expertise and commitment needed to actively manage and preserve your wealth. We take into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans we implement. In our experience, the best way to develop a financial plan is by getting to know you, your lifestyle, your values and your goals, so that your financial plan is just that – uniquely yours.

We dedicate our extensive industry knowledge to implementing thoughtful financial planning, developing strategies to see you through life’s most important milestones; new job, new family, new home, retirement, suddenly single, etc. We are prudent in managing your assets and carefully selecting investments that match your needs and risk tolerance. Our business is serving you and managing your finances in a way that makes you feel confident about your financial future.

We pay attention to the details and design financial plans tailored to each individual client. And we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your financial and personal milestones. We believe prudently managed wealth serves as a means to get you where you want to go, and we’re committed to delivering our best advice to help you get there.... See More