Best Financial Advisors in Milford, CT

“I'm confident that the moves I'm making now with regard to my investments will result in significant benefits in the years to come, especially after I'm retired and no longer have a paycheck coming in.”

“He patiently reviewed our retirement portfolio and provided in-depth scenarios to optimize our current investments while suggesting other vehicles that may serve us better.”

“Beyond that, the office environment was warm and inviting (thanks in part to Buster the office dog), and the whole experience was pleasant rather than painful!”

“I have been working with Matt Coutcher for over 5 years now and he has become essential to both me personally and my business.”

“I am not just referring to my personal CPA, Cheryl Bakewell, I am talking about the whole team, Annette, Melissa, and anyone that works on our account.”

“My job as a financial advisor is to look at your situation and the markets, to create a disciplined strategy, and coach you through challenging times like these. One of the biggest ways I can provide value to you is by bringing my professionalism, ex...”

“Our symbol is the IFC key. It stands for opportunity. Our role is to help you unlock the door to your financial future. The door and the achievements that wait on the other side are different for each individual, and we tailor our services to your sp...”

“I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.”

“Connecticut Capital Management Group, LLC (“CCMGL”)is a registered investment adviser located in Connecticut. CCMGL may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration req...”

“Welcome to DeLeo & Company, a trusted accounting firm with over 30 years of experience in providing exceptional accounting, tax, and consulting services to a wide range of clients. Our guiding principles of integrity, confidentiality, objectivity, an...”

“Prospect Hill Advisors is an independent financial services firm built on a foundation of integrity, expertise, and dedication to your financial success. Our team is here to provide personalized guidance and tailored solutions. We'll help you achieve...”

“Viji Krishnamoothy and Charlie Smith are my direct contacts and have done an excellent job in tax preparation and in providing timely and actionable advice.”

“We are also happy with the coordination that exists with the Di Matteo tax services especially his sister Rose who has been doing our taxes for many years.”

“We have other annuities but the product that he sold us is by far the best in multiple ways.”

“The entire group is competent, friendly, open, and most importantly, honest!”