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Christmas without Cash Southbury CT

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Southbury, CT. We have compiled a list of businesses and services around Southbury, 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.

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®

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

Mr. David J. Curran, CFP®
(203) 267-2706
7 Poverty rd
Southbury, CT
Firm
Arbella
Areas of Specialization
Insurance Planning, Life Planning

Data Provided By:
Ms. Suzanne Sobel, CFP®
(203) 586-9076
866 Old Waterbury Rd
Southbury, CT
Firm
Consider It Done

Data Provided By:
Kennedy Wealth and Tax Management
(203) 295-4749
One Pomperaug Office ParkSuite 307
Southbury, CT
 
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®

Barry Katz
Caratel Financial Services, Inc.
(860) 567-2567
North Street
Litchfield, CT
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Real Estate Investments, Retirement Planning & Distribution Rules, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Mr. Brian M. Jones, CFP®
(203) 264-8881
1 Reservoir Office Park Ste 201
Southbury, CT
Firm
Northwestern Mutual Wealth Management Company
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Jeffrey H. Cole, CFP®
(203) 573-5723
108 Main Street North
Southbury, CT
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Keith W. Dupree, CFP®
(203) 267-5888
900 Main St S
Southbury, CT
Firm
Ameriprise Financial Services,
Areas of Specialization
General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

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