Financial Planners near Meriden

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“Ethan and Nicole were incredible to work with. I knew I was not planning properly for retirement and most of my savings were in a 401(k), so I was worried about taxes later.
They built a clear retirement income plan and walked me through a Roth conversion strategy to reduce future taxes, plan ahead for RMDs, and avoid unpleasant surprises. What I appreciated most was how they explained everything in plain language and helped me create a plan that is not dependent on day to day market swings.
If you are nearing retirement and want tax efficient retirement planning, Roth conversion guidance, and a thoughtful wealth management team, I highly recommend reaching out to Ethan and Nicole at Confident Financial Solutions.“

“A few years ago, we elected to go with Toomey Investments for financial management services, dealing with Austin Toomey. We are glad we made that decision. Austin has understood our goals and offered very proficient advice, ranging from everyday investments to future and retirement planning. We also appreciate Toomey Investment's holistic approach -- we were even advised of someone who could handle our wills. Austin's courtesy and knowledge have been extremely helpful and greatly appreciated.“

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“I was initially nervous when my advisor since 1987 told me he was retiring. I trusted Scott completely and when he told me the man he picked to succeed him was a perfect fit for my personality and risk tolerance, I believe him. My wife and I have been working with Josh for several years now and he's been terrific. He is proactive and we meet in person with regularity, between the video calls. His team is also very helpful and responsive in every way. I couldn't be happier with Josh and the Centurion Wealth Management team.“

“Mark Jaffee
Tricia is attentive, genuinely caring and concerned about her client's needs and goals. Every time we have met for an annual or occasional update over the past five years, Tricia has been so responsive and so well prepared to help. Tricia's professional and friendly manner, along with her expertise, makes it a winning combination.“

“Excellent company! Lou is great to work with and has helped me on many levels. From financial planning to simply managing my 401K he is always available.Thanks Lou for always being there.Corey Greco“