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Financial Planners in Derby, CT

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1. Raymond A. Oppel CPA, LLC

Raymond A. Oppel CPA, LLC

259 Coram Ave, Shelton, CT, 06484

OPEN NOW:9:00 am - 5:00 pm

From Business: Evening and Saturday Appointments Available January Though April ASSOCIATION *Greater Valley Chamber of Commerce *Shelton Historical Society *Derby-Shelton Rotary Club…

YP
41 Years
in Business

4. Santander Bank

Santander Bank

24 Pershing Dr, Ansonia, CT, 06401

YP
122 Years
in Business

5. Ubs

Ubs

90 Ivy Brook Rd, Shelton, CT, 06484

YP
16 Years
in Business

6. R. Miller & Associates - Ameriprise Financial Services

R. Miller & Associates - Ameriprise Financial Services

2 Corporate Dr Ste 743, Shelton, CT, 06484

OPEN NOW:9:00 am - 5:00 pm

From Business: At R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

YP
17 Years
in Business

7. Barnum Financial Group

Barnum Financial Group

6 Corporate Dr, Shelton, CT, 06484

OPEN NOW:9:00 am - 5:00 pm

From Business: At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses,…

8. LPL Financial

LPL Financial

680 Bridgeport Ave Ste 1, Shelton, CT, 06484

OPEN NOW:9:00 am - 5:00 pm

From Business: A financial planner with LPL Financial providing clients wealth management, insurance, retirement & estate planning.

Amenities:
Wheelchair accessible

9. Stephen N. Sayegh, CFP® - Wilmington Advisors @ M&T

Stephen N. Sayegh, CFP® - Wilmington Advisors @ M&T

500 Shelton Ave, Shelton, CT, 06484

OPEN NOW:9:00 am - 5:00 pm

From Business: As a senior financial advisor with nearly 40 years of experience, Stephen understands that careful listening is key to unlocking the right solutions for your specific…

10. Christopher J Baudouin - Financial Advisor, Ameriprise Financial Services

Christopher J Baudouin - Financial Advisor, Ameriprise Financial Services

2 Corporate Dr Ste 644, Shelton, CT, 06484

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

11. Razzino, Peter, AGT

Razzino, Peter, AGT

4 Corporate Dr, Shelton, CT, 06484

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

14. Harrigan Insurance & Financial Services

Harrigan Insurance & Financial Services

1201 Boston Post Rd, Milford, CT, 06460

CLOSED NOW

From Business: At Harrigan Insurance and Financial Services Inc. we understand your need to get the best quality services and benefits from an insurance company. This is the driving force…

YP
26 Years
in Business

15. Opus: Advice First - Ameriprise Financial Services

Opus: Advice First - Ameriprise Financial Services

90 Oxford Rd, Oxford, CT, 06478

OPEN NOW:8:00 am - 5:00 pm

From Business: At Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

16. Philip Bensley - Financial Advisor, Ameriprise Financial Services

Philip Bensley - Financial Advisor, Ameriprise Financial Services

90 Oxford Rd, Oxford, CT, 06478

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

17. Nina Daoud - Financial Advisor, Ameriprise Financial Services

Nina Daoud - Financial Advisor, Ameriprise Financial Services

90 Oxford Rd, Oxford, CT, 06478

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

18. Irizarry, Joseph

Irizarry, Joseph

1 Bradley Rd Ste 711, Woodbridge, CT, 06525

OPEN NOW:9:00 am - 7:00 pm

From Business: The advisor listed is an Ameriprise financial advisor in Woodbridge. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

19. William Prather - Associate Financial Advisor, Ameriprise Financial Services

William Prather - Associate Financial Advisor, Ameriprise Financial Services

1 Bradley Rd Ste 711, Woodbridge, CT, 06525

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

20. Michael Asmerom - TD Wealth Financial Advisor

Michael Asmerom - TD Wealth Financial Advisor

1361 Boston Post Rd, Milford, CT, 06460

OPEN NOW:9:00 am - 5:00 pm

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

21. Michael P DeVivo - Private Wealth Advisor, Ameriprise Financial Services

Michael P DeVivo - Private Wealth Advisor, Ameriprise Financial Services

6580 Main St Ryders Landing Ste 102, Stratford, CT, 06614

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

22. De Vivo Financial Group - Ameriprise Financial Services

De Vivo Financial Group - Ameriprise Financial Services

6580 Main St Ryders Landing Ste 102, Stratford, CT, 06614

OPEN NOW:8:00 am - 5:00 pm

From Business: At De Vivo Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…

23. David M Caraglior - Financial Advisor, Ameriprise Financial Services

David M Caraglior - Financial Advisor, Ameriprise Financial Services

6580 Main St Ryders Landing Ste 102, Stratford, CT, 06614

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

24. Zack Velcofsky - Associate Manager ACD, Ameriprise Financial Services

Zack Velcofsky - Associate Manager ACD, Ameriprise Financial Services

6580 Main St Ryders Landing Ste 102, Stratford, CT, 06614

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

25. Peter Velcofsky - Branch Manager, Ameriprise Financial Services

Peter Velcofsky - Branch Manager, Ameriprise Financial Services

6580 Main St Ryders Landing Ste 102, Stratford, CT, 06614

OPEN NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

26. Michael Asmerom - TD Wealth Financial Advisor

Michael Asmerom - TD Wealth Financial Advisor

994 Chapel St, New Haven, CT, 06510

OPEN NOW:9:00 am - 5:00 pm

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

27. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

157 Church St, New Haven, CT, 06510

OPEN NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in New Haven, CT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
110 Years
in Business

28. Walker Heagney - Financial Advisor, Ameriprise Financial Services

Walker Heagney - Financial Advisor, Ameriprise Financial Services

157 Church St Fl 19, New Haven, CT, 06510

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

29. Savona Financial Group - Ameriprise Financial Services

Savona Financial Group - Ameriprise Financial Services

157 Church St Fl 19, New Haven, CT, 06510

From Business: At Savona Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

30. Potocsny Financial Group

Potocsny Financial Group

157 Church St 19th Fl, New Haven, CT, 06510

OPEN NOW:8:00 am - 5:00 pm

From Business: Potocsny Financial Group (PFG) provides full-service fiduciary investment guidance through a partnership with International Assets Advisory LLC, Royal Bank of Canada, and RBC…