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Christmas without Cash Shelton CT

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Shelton, CT. We have compiled a list of businesses and services around Shelton, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Panfilo Guglielmi
Advanced Capital Advisors, LLC
(203) 255-0504
140 Sherman Street, 4th FL
Fairfield, CT
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Elizabeth Cox
Cox Financial Services, LLC
(203) 221-2799
191 Post Road West
Westport, CT
Expertises
Divorce Planning, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Ongoing Investment Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®, EA

R. Allen Purkiss
Purkiss Capital Advisors, LLC
(203) 431-5862
62 Barry Avenue
Ridgefield, CT
Expertises
Ongoing Investment Management, College/Education Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Thomas J. Casey, CFP®
(203) 925-2600
PO Box 207
Shelton, CT
Firm
Dean, Casey Financial Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. John Holleman, CFP®
(678) 642-7155
1 Corporate Dr
Shelton, CT
Firm
Prudential Financial

Data Provided By:
Russell Wayne
Sound Asset Management, Inc.
(203) 222-9370
5 Glen Lane, East Wing
Weston, CT
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Middle Income Client Needs, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Thomas Arconti
Arconti Financial Advisors, LLC
(203) 778-4100
152 Deer Hill Avenue, Suite 102
Danbury, CT
Expertises
Hourly Financial Planning Services, Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Employee Benefit Plan Participants, Middle Income Client Needs, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Daniel F. Haines Jr., CFP®
(203) 513-6354
6 Corporate Drive
Shelton, CT
Firm
Barnum Financial Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Anthony J. Marra, CFP®
(203) 926-8700
2 Enterprise Dr
Shelton, CT
Firm
Ameriprise Financial Services,

Data Provided By:
Mr. John D. Billington, CFP®
(203) 513-6332
6 Corporate Dr
Shelton, CT
Firm
MetLife
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

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