Financial Planners near Meriden
Financial Planners near Meriden picked by BestProsInTown
7 businesses
Confident Financial Solutions, LLC – Financial Advisors in Cheshire, CT
“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.”
Toomey Investment Management Inc.
“This is posted by Tim Witham- I have been with Toomey about 8 months and have found it to be extremely positive. Assisted with change of retirement from 401K to IRA with good growth through the year. Much better results than with Voya or Empower. Assisted with redirecting 30 year old life insurance policies to annuities. Great move. Austin also was very knowledgeable in helping with MediCare parts B and C. Found his fees to be very fair for services rendered. I am retired engineer not a financial guy, and Toomey is just what I need in retirement planning.”
Financial Planners nearby
Financial Planners in Cheshire
Financial Planners in Farmington
Financial Planners in Glastonbury
Financial Planners in Hamden
Financial Planners in Hartford
Financial Planners in Middlebury
Financial Planners in New Haven
Financial Planners in North Haven
Financial Planners in Southbury
Financial Planners in Torrington
Financial Planners in Wallingford
Financial Planners in West Hartford