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Map of Southport, CTMap of Southport, CT

Financial Planners in Southport, CT

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1. BrightView Financial Group - Ameriprise Financial Services

BrightView Financial Group - Ameriprise Financial Services

2507 Post Rd Fl 3, Southport, CT, 06890

CLOSED NOW

From Business: At BrightView Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

2. Anthony Salerno - Private Wealth Advisor, Ameriprise Financial Services

Anthony Salerno - Private Wealth Advisor, Ameriprise Financial Services

2507 Post Rd Fl 3, Southport, CT, 06890

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

3. Nicole Bowler Pecknold - Financial Advisor, Ameriprise Financial Services

Nicole Bowler Pecknold - Financial Advisor, Ameriprise Financial Services

2507 Post Rd Fl 3, Southport, CT, 06890

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

4. Robert Somma - Private Wealth Advisor, Ameriprise Financial Services

Robert Somma - Private Wealth Advisor, Ameriprise Financial Services

2425 Post Rd Ste 207, Southport, CT, 06890

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

5. Matthew Kennelly - Private Wealth Advisor, Ameriprise Financial Services

Matthew Kennelly - Private Wealth Advisor, Ameriprise Financial Services

2425 Post Rd Ste 207, Southport, CT, 06890

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

6. Vincent Procaccini - Private Wealth Advisor, Ameriprise Financial Services

Vincent Procaccini - Private Wealth Advisor, Ameriprise Financial Services

2425 Post Rd Ste 207, Southport, CT, 06890

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

7. Colin Wilhelmy - Financial Advisor, Ameriprise Financial Services

Colin Wilhelmy - Financial Advisor, Ameriprise Financial Services

2425 Post Rd Ste 207, Southport, CT, 06890

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

8. Magdalena Gala-Hunter - TD Wealth Financial Advisor

Magdalena Gala-Hunter - TD Wealth Financial Advisor

1643 Post Rd, Fairfield, CT, 06824

CLOSED NOW

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

9. Mariner

Mariner

140 Sherman St 3rd Fl, Fairfield, CT, 06824

CLOSED NOW

From Business: Access to a wealth of knowledge and solutions.

10. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

1499 Post Rd, Fairfield, CT, 06824

CLOSED NOW

From Business: Welcome to Merrill Lynch in Fairfield, CT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
110 Years
in Business

11. Charles Schwab

Charles Schwab

1248 Post Rd Ste 100, Fairfield, CT, 06824

CLOSED NOW

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

12. Wells Fargo Advisors

Wells Fargo Advisors

1499 Post Rd, Fairfield, CT, 06824

YP
19 Years
in Business

13. Noel I Forma - Financial Advisor, Ameriprise Financial Services

Noel I Forma - Financial Advisor, Ameriprise Financial Services

2507 Post Rd Fl 3, Southport, CT, 06890

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

14. Nicole Bouffard - Financial Advisor, Ameriprise Financial Services

Nicole Bouffard - Financial Advisor, Ameriprise Financial Services

2507 Post Rd Fl 3, Southport, CT, 06890

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

15. Stephen Black - Financial Advisor, Ameriprise Financial Services

Stephen Black - Financial Advisor, Ameriprise Financial Services

2507 Post Rd Fl 3, Southport, CT, 06890

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

16. Janney Montgomery Scott

Janney Montgomery Scott

2150 Post Rd 2nd Fl, Fairfield, CT, 06824

CLOSED NOW

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…

17. Edward Jones - Financial Advisor: Jim Kreitler, CFP®

Edward Jones - Financial Advisor: Jim Kreitler, CFP®

200 Mill Plain Rd, Fairfield, CT, 06824

CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

18. Fidelity Investments

Fidelity Investments

1261 Post Rd, Fairfield, CT, 06824

CLOSED NOW

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

19. Sabrina A. Angiolillo - Wilmington Advisors @ M&T

Sabrina A. Angiolillo - Wilmington Advisors @ M&T

1055 Post Rd, Fairfield, CT, 06824

CLOSED NOW

From Business: A seasoned financial advisor, Sabrina helps her clients and their families identify their financial and insurance goals.She knows no two clients are the same and uses careful…

27. Genesis Gold Group

Genesis Gold Group

Serving the Southport Area

OPEN 24 HOURS

From Business: Call Today! Get Your Free Gold Guide. Protect your retirement savings from market volatility. Diversify your portfolio with a stable and tangible asset. Enjoy the peace of mind…

28. Wealth Planning Strategies - Ameriprise Financial Services

Wealth Planning Strategies - Ameriprise Financial Services

10 Wright St 1st Fl, Westport, CT, 06880

CLOSED NOW

From Business: At Wealth Planning Strategies, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

29. Keith Somers - Financial Advisor, Ameriprise Financial Services

Keith Somers - Financial Advisor, Ameriprise Financial Services

1495 Black Rock Tpke Ste 2A, Fairfield, CT, 06825

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. Magdalena Gala-Hunter - TD Wealth Financial Advisor

Magdalena Gala-Hunter - TD Wealth Financial Advisor

1715 Black Rock Tpke, Fairfield, CT, 06825

CLOSED NOW

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…