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Christmas without Cash Wolcott CT

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

Lawrence Annello
DHAS Financial Planning, LLC
(860) 255-0103
6 Executive Drive, Suite 111
Farmington, CT
Expertises
Tax Planning, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Middle Income Client Needs, Planning Issues for Business Owners, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Alan Rothstein
Asset Strategies, Inc.
(860) 673-5500
80 W Avon Road
Avon, CT
Expertises
Planning Issues for Business Owners, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS, MS

Kathryn Norris
Asset Strategies, Inc.
(860) 673-5500
80 W Avon Road
Avon, CT
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MA

Clifford Straub
Lifestyle Financial Strategies, LLC
(860) 344-8356
100 Riverview Center, Suite 316
Middletown, CT
Expertises
High Net Worth Client Needs, Tax Planning, Ongoing Investment Management, Planning Concerns for Corporate Executives, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Mr. Vincent C. Feijoo Jr., CFP®
(860) 620-8972
781 Main St
Plantsville, CT
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided By:
Rick Shapiro
Investment & Financial Counselors, LLC
(860) 232-4121
998 Farmington Avenue, Suite 202
West Hartford, CT
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CMFC, CPA/PFS, MST

Martha Kapouch
More For Less Financial Solutions, L.L.C.
(860) 521-7779
88 Van Buren Avenue
West Hartford, CT
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Women's Financial Planning Issues, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BA, MBA

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

Ms. Constance C. Proll, CFP®
(860) 621-8305
1006 S Main St
Plantsville, CT
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Michael Przygocki, CFP®
(860) 426-9950
1783 Meriden Waterbury TPKE
Milldale, CT
Firm
Ameriprise Financial

Data Provided By:
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