Financial Planners near East Hartford

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“I met Donna three years ago from Ion Bank when I was retiring. She is very knowledgeable and professional. She is very easy to talk to and has guided me financially very well. I am very happy with her and have complete faith in her advice !“

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“Tim Collins and his assistant Erica are great to work with. Very responsive and knowledgable.“

“Very well taken care of by our longterm advisor from Farmington River Financial Group & a current Gottlieb Joshua advisor. Easy to get to (although we've always driven 45 min to go to Farmington as they're right off the highway. Plus they're in a beautiful new office building with plenty of parking.“

“RBC WM helped my wife and I both retire early. Never had an issue. Great service and great advice.“

“We worked with Sandra last fall and would recommend her very highly. She was thorough, organized and extremely knowledgeable. We really felt as though she cared about our finances and did all she could to help us get on the right track to financial success. Sandra was great to work with and we look forward to continue to work with her in the future!“

“Thrivent was recommended by a friend and we have been thrilled with the service, people and company. Highly recommend contacting Thrivent, just get started and reach out! They will answer any questions you have and will help lead you in the right direction. Special thanks to Kathy, Kelly, Sam, Cindy and team for all your time, attention and assistance with helping plan towards the future for our family!“

“Eric and his team have made me feel so much more comfortable with my future. He breaks down complex concepts that make me feel like I am in good hands. He is also a genuinely interesting person and seems a pleasure to be around. I look forward to several years of working with him and I cannot recommend him enough!“

“Our team at AdviceOne delivers the highest level of service to our clients with quick response times and by going above and beyond to assist our clients. All while delivering an amazing experience!“

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“Craig is excellent in his approach. He offers guidance, alternatives, suggestions, and recommendations. He is clear and explains thing thoroughly. He is able to grasp the needs of our family and help guide us to achieve the goals that are best for us. No “one way is the only way” with him. He is detail oriented and clear that he will help us with detailed plans for our goals. Excellent communication and timely with responses. Great job, Craig!“

“These people are the best! They have been amazing and have been instrumental in making our retirement incredible. We love working with them and are looking forward to many more wonderful years working with them. Don’t hesitate contacting them, they will help you make the tough decisions that will make your retirement easier.“

“Love this group, been working with Mike DelMonaco for almost 7 years. His guidance has allowed me, at age 59, to walk away from full time job, work part time and spend time with family!“

“Brian and the gang have done our tax prep and helped us with our financial planning for over 25 years. Throughout all our major life changes...from building our home, life insurance needs and retirement planningthey'very been terrific!“