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Showing 18 advisor(s) and rep(s)

Chris AndricopoulosMy mission is to help you understand your current financial picture with your financial future in mind. I am committed to understanding and supporting your goals and objectives, and to be a dedicated partner providing expert guidance and service.Visit my website

Expertise: Business Succession Planning, Retirement Planning, Financial Planning, Education Funding, Long Term Care Planning, Business Continuation Planning, Business Valuation Planning, Disability Income Planning, Business Risk Management, Estate Planning, Investment Strategies, Life Insurance Planning, Private Client Services, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Special Needs Planning, Trust Services, Wealth Management

Languages: English

Location: Norwalk CT, 06854

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James Bailin

CLTC®, CLU®

Visit my website

Expertise: Wealth Management, Estate Planning, Retirement Planning, Financial Planning, Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Private Client Services, Retirement Income Planning, Trust Services, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Investment Strategies, Life Insurance Planning, Disability Income Planning, Education Funding, Long Term Care Planning, Employee and Executive Benefits Planning, Special Needs Planning

Languages: English

Location: Norwalk CT, 06854

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Christopher GreenVisit my website

Expertise: Disability Income Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Financial Planning

Languages: English

Location: Norwalk CT, 06854

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Matthew Greene

CLU®, ChFC®, CFP®

Financial success doesn't happen by chance. When planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next. Let me help you ensure your financial future is all you want it to be.Visit my website

Expertise: Financial Planning, Wealth Management

Languages: English

Location: Norwalk CT, 06854

FINRA BrokerCheck

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