Financial Services locations near Middlebury, CT

Showing 1–10 of 10 results

Edward Jones - Financial Advisor: Molly K Proctor

Investment Services

📍 850 Straits Tpke Suite 202 Ste 202, Middlebury, CT, 06762

📞 203-758-1396

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 tax-smart investor.

Coleman Financial Advisory Group LLC

Financial Services

📍 751 Watertown Ave, Waterbury, CT, 06708

📞 800-280-2399

Welcome to Coleman Financial Advisory Group, a full-service financial planning firm specializing in retirement planning, retirement income strategies, asset management and estate conservation. Today's investment climate offers tremendous challenges as well as opportunities. At Coleman Financial Advisory Group, we help clients navigate through the challenges and seize those opportunities that make the most sense for their situation. As retirement planning experts we employ a process that helps us to identify and prioritize your goals and objectives, analyzes your current and future situation, propose realistic and comfortable solutions, manage your assets toward your goals and service you as your needs change. Our personal services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. Our expertise is in helping provide you with solutions for growing, managing and preserving your wealth while addressing your needs for safety and financial independence. Through our customized client approach we have helped many clients maintain their financial independence in a prudent manner that's efficient and comfortable. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial situation. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Coleman Financial Advisory Group, please contact us today. We will be happy to help. We look forward to talking with you.

Edward Jones - Financial Advisor: David Martins

Investment Services

📍 88 Main St S Suite B202 Ste B202, Southbury, CT, 06488

📞 203-264-1925

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 tax-smart investor.

Edward Jones - Financial Advisor: RON Webb

Investment Services

📍 88 Main St S Ste B202, Southbury, CT, 06488

📞 203-264-1925

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 tax-smart investor.