Financial Advisors in Milford, Connecticut (New Haven County)

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

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

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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WealthShape is a Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research. We combine modernized financial planning from CFP® professionals with scientific portfolios designed to reward investors based on factors that historically drive return. Offices in West Hartford, Windsor, Rocky Hill, and Shelton CT.... 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


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