Ceponis Financial Group is a full-service advisory firm located in Wilton, CT. The firm provides a complete range of financial services which includes retirement planning, investment planning, and wealth management through a fee-based structure. Our team works with individuals as well as business owners in Fairfield and Westchester County. We continue to uphold client relations across the globe. Ceponis Financial Group is here to make sure you and your money have a mission.

Investment Governance

Fiduciaries & Conservators

📍 One Corporate Dr Ste 202, Shelton, CT, 06484

📞 203-929-0011

🌐 www.fiduciaryx.com

Investment Governance is educated in a wide range of investment best practices including: institutional investing, risk management, pension fund investment, ERISA compliance, socially responsible investing, endowment investment, fiduciary duty, foundation management and much more.

Senior Financial Advisors

Financial Advisory Services

📍 1 Corporate Dr Ste 105, Shelton, CT, 06484

📞 203-795-7080

Senior Financial Advisors, Inc.

Financial Advisory Services

📍 57b Robinson Blvd, Orange, CT, 06477

📞 203-795-7080

🌐 www.sfainc.net

Senior Financial Advisors | Bill Leavitt | Orange CT

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Accounting Tax & Computer Consultants Bonds Fiduciaries & Conservators Financial Advisory Services Financial Services

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