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9AM - 4PM
283 Main St, New Canaan9AM - 5:30PM
8 Wright St Suite 107, Westport“I am glad I found Caiati Financial Services.
Dominick and his Team are great helping step by step to build a safe and reliable financial base along the way to retirement.“
9AM - 5PM
440 Main St Suite 201, Ridgefield“Herb Diamant and his team have handled our affairs for decades; evolving with the times with thoughtful planning.“
9AM - 5PM
62 Barry Ave, Ridgefield“Allen has always been willing to spend the time to understand our family's situation and provide honest feedback about the things that we need to be doing to put ourselves in the best possible position. What is so refreshing is that each time we speak I am left with no doubt that he is putting our family's best interest first. This is rare and something that I find priceless.“
8AM - 6PM
8 Wright St Suite 100, Westport“Blue Keel is amazing! My husband recently became an independent contractor. When he did, we had a lot of money in his 401K plan, that we weren't sure what to do with. His company was going to charge us a huge fee to keep it with them, so we needed to do something! From a referral, we found Charlie, with Blue Keel. He explained all of our options and then once we decided on a solution, he was able to send me over step by step instructions on how to follow through with everything. I was a little worried, since he's on the east coast, and we're on the west coast, but he eased all of my worries. It turns out, you don't need your financial planner to be in your backyard! He made the process so much easier than I thought it would be. We had a conversation about the types of stocks and bonds that we wanted to invest in, and Charlie put the money where we wanted. I've been very happy with the results, all for a totally reasonable fee!“
“He is very professional and the very best at what he does. His passion, attention to detail, forward thinking and understanding of the tax codes puts me at ease as we enter tax time. He is VERY responsive and always available to answer questions -- no matter what time of year, I highly recommend Adovasio Financial!“
8:30AM - 5:30PM
9 W Broad St, Stamford“I've worked with TJT Capital for over 20 years. Jim Cook & the team have always provided professional, honest & well thought out advise during many type of market conditions. They focus on the fundamentals, avoid typical media hype & have been very helpful in managing my IRA during my accumulation of assets & during distribution of RMDs. I would strongly recommend talking with them if you're looking for a good team to help you manage your assets / IRA / etc. Ernie Kulik“
“I am a Greenwich Investment Management client who has experienced strong, steady, positive returns as well as some outstanding performance over the years. The firm's investment philosophy is atypical of what you find with most managers. Cash income from investments is a significant part of the performance. What this means is that my portfolio manager does not necesarily need to sell profitable investments to genrate the funds needed to buy new investments. This helps keep my capital gains taxes low. The firm also specializes in the kinds of municipal bonds that are typically managed within a mutual fund; but because the GIM portfolios are individually managed, my experience has been that the total return is greater than a mutual fund's return. The firm caters to high-net-worth individuals, so this is not a place for someone with a small portfolio.“
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