Financial Advisors in Waterbury, Connecticut (New Haven County)

We are a full service accounting and financial service firm with offices and Branford and Farmington, Connecticut. We offer a wide array of accounting, taxation, and consulting services to individuals, and small to large businesses. In addition, we also provide estate planning, asset protection strategies, litigation preparation, life and retirement planning, and representation before the IRS.... See More

Patricia Kane, CDFA, CFP, MBA
Kane Financial Planning assists clients in navigating the increasingly complex world of personal finance by helping them assess their present financial situation, determine a personalized strategy designed to reflect their ambitions and resources, and assist in implementing strategies to help achieve their financial goals.

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Clifford Straub, BS, CFP, MBA
Lifestyle Financial Strategies, LLC is a special type of financial advisory firm. We take the guesswork out of smart financial lifestyle decisions by focusing on greater clarity, better control, and higher confidence.
Greater clarity comes from an understanding of what you want in your life. What you want more of, what you want less of, and what is most important to you. This will help you avoid the mistakes that often lead to many of life’s disappointments.
Better control comes from being an active partner in the financial planning process. It also means maintaining full control of your investments. When was the last time you worked with a financial advisory firm that wasn't trying to sell you something?
Higher confidence is achieved by understand where your financial lifestyle choices are taking you. It comes from knowing how your strategies are delivering the happiness and satisfaction you want from your life.
We look forward to introducing you to Lifestyle Financial Strategies, LLC and having you as a member of our family of clients. Why not make an appointment for a Complementary Initial Consultation? This is our way of helping you decide if we are a match for working together.

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Milestone Asset Management Group is a Fee-Only wealth management firm with over a combined 40 years of financial experience, based in Avon, with an office in Milford, CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families. At Milestone Asset Management Group, we believe that at the root of every goal lays a comprehensive financial plan that must be monitored and adjusted along the way. Financial planning, pulls all your finances together, organizing them and making management easier and more effective. The more you understand and better manage your wealth, the more likely you are to achieve your goals and dreams. We use a client-centric process, focused on pursuing specific milestones we create together. Our Comprehensive planning process is designed to help identify your needs, implement your strategy and monitor it regularly allowing you to stay on course.... See More

Martha Kapouch, BA, MBA
We opened and continue to operate our firm (founded in October 1996)out of our home. We believe that sharing our home setting is a natural way to establish to trust relationship that is critical to the relationship between a financial planner and the client.... See More

Laura Sundquist, CFP, CPA
Sage Financial Design is a financial planning and investment advisory firm that provides fee-only services. This firm serves individuals, trusts, estates and corporations.Services offered include assistance with college funding, trust services, retirement planning, financial planning, investment management, estate and tax planning and preparation, personal injury settlement analysis, succession planning, business consulting and philanthropic planning and planned giving.Most clients are on an annual retainer, but the firm also offers consultations on an hourly basis.... See More

Sally Kennedy, CFP, EA
Real Financial Planning, LLC is a true fee-only financial advisory firm offering not only investment assistance, but also comprehensive and/or targeted financial planning services specializing in: Retirement planning Tax planning Education planning Insurance and risk evaluation
Retirement planning and analysis considers all aspects of this significant transition, including: Social security optimization Pensions - lump sum or annuity? Impact of required minimum distributions Sustainable withdrawal rates Current and anticipated expenses Medical cost considerations Risk management Tax minimization Portfolio allocations appropriate to meet the cash flow and estate planning needs.
Investment assistance includes a comprehensive portfolio review, followed by recommendations. Recommendations are based on the client's specific situation, including cash flow needs, tax liability, risk tolerance and legacy plans.
For those who have specific, limited concerns, we offer short-term consulting. For those who prefer a comprehensive approach, we offer full-range planning. Consulting is available on an hourly basis. Comprehensive planning is done on a project basis.... See More

Thomas Arconti, CFP
Please Note: This advisor is not accepting new clients at this time. Arconti Financial Advisors (AFA) is an independent fee-only financial planning and investment management firm. As a member of the Garrett Planning Network, we offer hourly financial planning and advisory services without the constraints of minimum fees or asset requirements. We can prepare a complete financial plan or simply address an issue or two depending on your needs. We encourage clients to seek as much or as little help as they desire at any particular time. This makes our practice particularly well-suited to clients seeking a "check-up" or second opinion on their finances. We can help you prepare for your retirement, fund your children's education, manage and protect your resources, select your investments and realize your life goals. Or we can provide you with comprehensive financial management, which includes the plan development, the plan implementation, and ongoing investment management.
While we encourage and appreciate long term relationships with our clients, we do not 'take over" your assets or require an ongoing commitment - you decide the level of service at all times. For more information on the firm please visit our website.
Thank you for your interest in Arconti Financial Advisors.... See More

John Shanley, CFP
Pinnacle Investment Management Inc. provides wealth management services to help families and individuals build and preserve their financial resources. These services may include: Managing globally diversified investment portfolios consisting of no-load mutual funds, ETFs, and/or individual securities. Developing and reviewing financial strategies and plans for retirement. This includes developing and assessing a saving, spending and investment strategy to achieve a financially comfortable retirement. Recommending strategies for preserving wealth for future generations. This includes reviewing and recommending strategies to transfer estates to heirs in ways that minimize taxes and/or keep investments tax deferred.
We are wholly independent, and strive to avoid any conflicts of interest. We do not receive commissions, nor do we have any incentive to utilize a particular investment or recommend a particular attorney or accounting firm. Our priority is to see that our clients achieve their financial goals.
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We are a woman owned firm and, for more than 18 years, have worked worked with clients in the following areas: 1. Integrated Business Planning; 2. Retirement and Tax Planning; 3. Estate Planning; 4. Integrated Financial Planning. Our core values of honesty, reliability and community service along with the scope and depth of our resources earns us top grades from our clients and continuous industry awards from our peers.... See More

Customized asset management solutions, portfolio tracking and rebalancing across all asset accounts.

Robert Roy, CFP, ChFC
We are a fee-only boutique financial planning firm located in Glastonbury, CT. We specialize in personal financial planning for individuals and families with $1 Million or more of investable assets. We utilize an attentive, pro-active approach that includes regularly scheduled meetings to review your situation and make adjustments as needed over time. All recommendations are developed from a holistic approach that takes into account each client's values, needs and desires.... See More

Mark Briggs, CFP, CPA/PFS
We are a fee only comprehensive financial planning firm located in Glastonbury, Ct. that works with many families such as yours.
Briggs Wealth Management, Inc. has consistently provided high quality advice and planning for all of the life cycle events that you may face. These events include retirement planning, college planning, estate and succession planning. These solutions include comprehensive wealth management services for clients with investable assets in excess of $1,000,000.
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We provide Fee Only wealth management services which includes Retirement Planning, Budget and Forecasting, Estate Planning, Tax Planning and portfolio construction models.

Specializing in Retirement Scenarios which include 401k, 403b, IRA Rollovers, Stock options and pension distributions.... 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