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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Robert J. Sampson, CFP®

First Command Financial Planning
(860) 464-0433

41 Kings Hwy
PO Box 38
Gales Ferry, CT 06335-1543
View on Map
(860) 464-0433

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
LeGrand S Redfield, CFP®

Asset Management Group, Inc.
(203) 964-8300 x305

60 Long Ridge Road
Suite 305
Stamford, CT 06902-1841
View on Map
(203) 964-8300

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning

Contact
Harold W. Smith, CFP®

Merrill Lynch
(203) 758-1600

108 Main St N
P. O. Box 570
Southbury, CT 06488-3835
View on Map
(203) 573-5714

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

Contact
Craig E. Stearns, CFP®

Lenox Advisors
(203) 978-2212

281 Tresser Blvd Ste 1004
Stamford, CT 06901-3238
View on Map
(203) 978-2212

Compensation Method: Commission and Fee
Minimum Investable Assets: $750,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning

Contact
Kristina M. TenEyck, CFP®

Prosperity, LLC
(203) 791-3995

1 Reserve Rd
Danbury, CT 06810-5183
View on Map
(203) 791-3995

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact
Gregory J. Bunger, CFP®

Kennedy & Company
(203) 270-0189

1 Pomperaug Office Park Ste 307
Southbury, CT 06488-2295
View on Map
(203) 264-1200

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Investment Management

Contact
R. Michael Parry, CFP®

American Planning Group
(203) 327-6648

666 Glenbrook Rd
Ste 1B
Stamford, CT 06906-1439
View on Map
(203) 323-6666

666 Glenbrook Rd
Ste 1B
Stamford, CT 06906-1439
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Marilyn S. Steinmetz, CFP®

LPL Financial/ Mutual Service Associates
(860) 674-2466

30 Tower Ln
Avon, CT 06001-4231
View on Map
(860) 674-2466

Compensation Method: Commission Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Janemarie I. Lenihan, CFP®

Oppenheimer & Co.
(203) 788-1084

1 Sunset Dr
Sherman, CT 06784-2139
View on Map
(203) 748-2626

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Planning

Contact
Christopher E. Gavin, CFP®

Waddell & Reed
(203) 288-2990 x129

2319 Whitney Ave Ste 5A
Hamden, CT 06518-3534
View on Map
(203) 288-2990

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning

Contact
Matthew P. Gachi, CFP®

Investmark Financial Services,
(203) 953-3777

6580 Main St
Ryder's Landing
Stratford, CT 06614-1605
View on Map
(203) 953-3777

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Government and Military, Investment Management

Contact
Walter Pachniuk, CFP®

The Advisers Trust, LLC
(203) 270-7700

30 Main St
Newtown, CT 06470-2106
View on Map
(203) 270-7700

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning

Contact
Katherine F. Alcorn, CFP®

Alcorn Financial Group
(203) 227-3524

10 Bay St
Raymond James Investment Services
Westport, CT 06880-4326
View on Map
(203) 293-4194

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management

Contact
Frank J. Flores, CFP®

Sound Planning & Investments,
(860) 767-0375

PO Box 931
Essex, CT 06426-0931
View on Map
(860) 767-0375

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Planning

Contact
Ann Greenberg, CFP®

UBS
(203) 733-7795

51 Wood Rd
Redding, CT 06896-1617
View on Map
(203) 733-7795

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Gregg T. Maleri, CFP®

Merrill Lynch, Pierce, Fenner & Smith Incorporated
(860) 728-3577

185 Asylum St Fl 12
Hartford, CT 06103-3408
View on Map
(860) 728-3577

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Alfred M. Marquardt, CFP®

Liberty Bank Investment Services
(860) 464-2921

90 Main Street
Old Saybrook, CT 06475-1510
View on Map
(860) 395-2841

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management

Contact
Mark Edwards, CFP®

Edwards Financial Services
(860) 267-0414

PO Box 157
East Hampton, CT 06424-0157
View on Map
(860) 267-0414

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Tax Preparation

Contact
Jason K Gentile, CFP®

Symmetry Partners
(860) 734-2072

628 Hebron Ave., Building #2
c/o Symmetry Partners
Glastonbury, CT 06033-5007
View on Map
(860) 734-2072

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Michael Beloff, CFP®

Barnum Financial Group
(203) 513-6349

6 Corporate Driv
Shelton, CT 06484-6270
View on Map
(203) 513-6349

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning

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