Financial Planners near South Windsor

“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 !“

“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!“

“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!“

“I have been working with the great folks over at Capital Wealth Management in Glastonbury since 2008 and I could not be more pleased with them. The whole team is friendly and knowledgeable, and many of them have been with the company at least as long as I have, which really says a lot about the positive environment and culture they have there. They have taught me so much about what I didn't even know I needed to know about retirement and money, and I would recommend them to anyone looking for a financial advisor in Central Connecticut.“

““

““

““

““

“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!“

“Jay is available to talk by phone or meet in person whenever we reach out. He is always prepared for our talks with the information he thinks we will need. We are very happy with his attention to detail and the investments that have been made on our behalf.“

“I’ve worked with Sandra and her company for over 20 years and I’ve always walked away feeling that my investments were in good hands. A few days ago, I needed 1099R info ( something I missed with electronic reports) and they sent it to me the same day. They were even able to get reports sent by USPS. This is just one example of their stellar customer service. I’m smiling and I think you’ll smile too.“

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

“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.“

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