Best Financial Advisors in Wallingford, CT

“Mike and Susan are the perfect team, providing expertise, communication, and patience in a way that eases any anxiety about the stress around our finances, where we don't have much experience.”

“My taxes are not simple as a combination of operating my own business and full time employment, and he makes the process easy and with complete diligence.”

“Austin is always available to answer my questions and explain investment options to me - all in a way that is easy to understand, without my needing to be an investments expert.”

“Lou's approach to relationship building with his clients is impeccable, working with him proves there are still good honest people in this world who care about their clients.”

“Not only is he well educated in the field, but he also takes the time to hear your specific situation and help create a detailed financial solution for you and your family.”

“Who we are Sentinel Asset Management, LLC. (SAM) is a comprehensive financial services firm committed to assisting individuals and organizations to ensure long-term financial success. We specialize in creating custom-tailored portfolios, based on a c...”

“Quite a few years ago, we were members of an investment club, and seduced by the value we were "adding" to our holdings - only when/if we sold, of course.”

“We approach wealth management by putting the well-being and best interests of our clients at the helm of the ship. At New England Capital, trust, integrity, teamwork, transparency, and independence are the compass by which we stay the course, seeking...”

“We approach wealth management by putting the well-being and best interests of our clients at the helm of the ship. At New England Capital, trust, integrity, teamwork, transparency, and independence are the compass by which we stay the course, seeking...”

“Jay Dorso has been my Medicare agent/manager for the past 2 years, and is without doubt the best I've encountered, having had two other agents over the past six years.”

“He helped analyze where we were spending too much, be able to discuss it without fighting and see what was the most change which was important to meet our goals.”

“I've known Ric Valliere, CPA for several years and continue to be impressed with the depth of his knowledge on tax laws and strategies for individuals and businesses.”

“Their Help Is Amazing Ms Yvonne Can Solve Any Problem”