Financial Planners

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Name Address Phone
Mass Mutual Insurance - Kallay Williams
Website Ad Click Here

1845 Sumner Street, Stamford
Retirement Plans . Life Insurance . Investments . Mortgages . Refinancing . Property & Casualty Insurance . Retirement Plans . IRA's . 401K's . Keogh Plans
Free Consultation



203-500-9427
American Express Financial Advisors

2 Corporate Drive, Trumbull
Retirement . Tax Management . Estate Planning . Investment Services . Risk Management
Free Complimentary Consultation



888-839-1389
American Express Financial Advisors

1764 Litchfield Turnpike, Woodbridge
Retirement . Tax Management . Estate Planning . Investment Services . Risk Management
Free Complimentary Consultation



888-397-2332
Asset Management Group Inc. 170 Mason Street, Greenwich 203-622-4100
AXA Advisors 100 First Stamford Place, Stamford 203-348-1000
Eugene W. Harris & Company Wealth Management 250 State Street, Unit B1, Sturbridge Commons, North Haven, CT, 06473
Mutual Funds . Insurance . Tax Favored Investments . Pension Plans . Annuities . Educational 529 Plans . Tax Preparation . Stocks & Bonds . Estate Planning . 401K & SEP . Profit Sharing Plans . Pension Distribution


203-281-2934
866-801-9307
Fairfield Financial Services

421 Meadow Street, Fairfield
Elder Planning . Certified Financial Planner . Retirement Planning . Investments . Divorce Consulting
Securities Offered Through Commonwealth Financial Network Member NASD / SIPC
Peter J. Nagle, CFP




203-335-3111
Fairport Asset Management 830 Post Road East, Westport 203-227-8955
Financial Planning Associates

1 Huckleberry Hill Road, Brookfield
Financial Plans . Investment Portfolios . Retirement & Estate Planning . Mortgage Funding . Educational Funding . Insurance - Life - Disability - Long Term Care . Tax Planning & Preparation . Elder Care  . Medicare . Medicaid Planning
Member NASD / SIPC

For Individuals & Businesses




203-775-4600
Myers, Gerald W., CPA MBA 1700 Post Road, Suite C-17, Fairfield
Independent Financial Planning . Retirement Goals . Education Funding . Estate Plans . Health Care & Insurance Costs

203-319-3565
Personal Financial Planning 31 Southwood Drive, New Canaan
Financial Planning . Pensions . Estate Planning . Investments . Retirement Planning
Margaret Molwitz, CFP
Karl F. Molwitz, FPC


203-966-5138
Prudential Securities 35 Danbury Road, Ridgefield 203-431-4773
RSM McGaldrey One Church Street, 8th Floor
New Haven CT, 06510
Financial Advisory Services
Bankruptcy and Reorganization Assistance
Business Valuations
Financing Assistance
Litigation Support
Merger and Acquisition Support
Transaction Support

Financial Management Services
Activity Based Costing
Cash Management Consulting
Contribution and Profitability Analysis
e-accounting
Financial Feasibility Studies
Financial Projections and Modeling
Paperless Audit
Small Business Accounting Assistance








203-777-4293
RSM McGaldrey 850 Canal Street, 4th Floor
Stamford CT, 06902
Financial Advisory Services
Bankruptcy and Reorganization Assistance
Business Valuations
Financing Assistance
Litigation Support
Merger and Acquisition Support
Transaction Support

Financial Management Services
Activity Based Costing
Cash Management Consulting
Contribution and Profitability Analysis
e-accounting
Financial Feasibility Studies
Financial Projections and Modeling
Paperless Audit
Small Business Accounting Assistance









203-327-3112
Scheibel & Associates

22 Woodcrest Ave., Trumbull
Investment Planning . Income Tax Planning & Preparation . Retirement Planning . Estate & Insurance Planning . Tax Advantaged Investment Ideas . Pensions & Pension Rollovers
Timothy J. Scheibel, M.S., CFP
Free Initial Consulation




203-377-4528
Schwartz & Hofflich LLP 37 North Avenue, Norwalk
Gross estate determination . Estate freezes . Family limited partnerships . Trust planning and implementation . GRITS, GRATS and GRUTS . "Defective" trusts . Post mortem tax planning . Representation before taxing authorities . Investment portfolio management . Business or Personal financial statements . Year-end tax planning . Tax structuring of leasing arrangements . Tax structuring of buy-sell agreements . Assessing entity and ownership structure . Tax aspects of acquisitions, mergers and liquidations . Pension and profit sharing plans . Equipment lease vs. purchase comparison






203-847-4068
Weiss, Rudolf J., CFP 2 Corporate Drive, Shelton
Lincoln Financial Advisors
Customized Investment Planning . Tax Advantaged Investments . Business & Personal Retirement Planning
Certified Financial Planner


203-225-7515 X221

Last Updated 04-28-2007

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