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State DirectoryInvestment Securities in Monroe, CT
1. Gene Borchetta - Financial Advisor, Ameriprise Financial Services
227 Monroe Tpke Ste 3M, Monroe, CT, 06468
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…
2. Edward Jones - Financial Advisor: Achyuta S Nidadavolu, CFP®|ChFC®|CLU®
188 Main St Ste 25, Monroe, CT, 06468
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
4. Met Life
5. Sayegh, Stephen N
500 Shelton Ave, Shelton, CT, 06484
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…
6. Bankers One Capital
261 S Main St Ste 337, Newtown, CT, 06470
From Business: Bankers One Capital provides comprehensive financing to single investor and multi-unit system operators for franchise finance solutions. We are a nationally recognized finance…
7. Mutual of Omaha® Advisors - Trumbull
101 Merritt Blvd Ste 111, Trumbull, CT, 06611
From Business: We are proud to be making a difference in the lives of others throughout Connecticut and Massachusetts. Our advisors are helping to make a difference in the lives of others and…
8. Velcofsky, Peter, AGT
6580 Main St, Stratford, CT, 06614
From Business: The advisor listed is an Ameriprise financial advisor in Stratford. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…
13. Edward Jones - Financial Advisor: Kyle A Foito
3657 Main St, Stratford, CT, 06614
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
14. John M. Grayeski - Wilmington Advisors @ M&T
40 Quality St, Trumbull, CT, 06611
From Business: John takes the time to form a partnership with you so he can better understand your unique goals and objectives. No matter where you stand on the financial spectrum, he can…
15. Erin Candler, AAMS® - Wilmington Advisors @ M&T
40 Quality St, Trumbull, CT, 06611
From Business: No matter where you stand on the financial spectrum, Erin can customize a plan to address your investment and insurance needs. She strives to create a partnership with you and…
16. Richard Miller - Private Wealth Advisor, Ameriprise Financial Services
2 Corporate Dr Ste 743, 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…
17. Central Associates Financial Services
226 Beaver St, Ansonia, CT, 06401
From Business: At Central Associates Financial we understand that our clients face many important decisions that can affect their long-term financial success. Some of these decisions revolve…
18. Edward Jones - Financial Advisor: Kristina J Matwijec, CFP®|CFA®
314 Center Rock Grn, Oxford, CT, 06478
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
19. TrinityPoint Wealth
612 Wheelers Farms Rd, Milford, CT, 06461
From Business: We are an independent investment advisory firm in Milford, Connecticut. Our dedicated financial advisors have decades of experience serving individuals and families, retirement…
20. Brian Skinner LPL Financial
472 Wheelers Farms Rd Ste 305, Milford, CT, 06461
From Business: As your team, our job is to empower you to make educated decisions about your finances. Brian P. Skinner, CFP®, CRPC® does this by answering the questions you have about…
26. People's Ventures II, Inc
850 Main St, Bridgeport, CT, 06604
From Business: People's Securities is a subsidiary of People s United Financial, which is the parent company of People's United Bank, one of the largest regional banking organizations…
27. Herbert J Sims & Co Inc
2150 Post Rd Fl 301, Fairfield, CT, 06824
From Business: During America's worst economic period, after the stock market crash, Herbert J. Sims saw bonds as a way to build America's infrastructure while allowing investors to build…
28. Compass Capital Management
2 Pomperaug Office Park Ste 301, Southbury, CT, 06488
From Business: Compass Capital Management At the end of the day, what is it you care about most? Our clients are doing important work in public schools, hospitals, small businesses, and…