NOBLE WEALTH ADVISORS
321 Whitney Avenue, 1st Floor, New Haven, CT 06511
Since 2010
Estate and Retirement Planning, College Saving and Funding Plans, Retirement Income Strategies, Investment Management, Social Security, Pensions, Benefits, Employer-Sponsored Plans, Traditional and Roth IRA, Annuities, Deferred Comp Evaluations, Business Retirement Plans & Tax-Efficient Investing
Focuses on comprehensive wealth management ● They can help you develop a retirement plan that includes savings and investing strategies designed to help you achieve your goals ● They manage client assets of over $900 million and with combined investment experience of over 100 years
TBR® Inspection Report
SHANNON & THOMPSON WEALTH GROUP
545 Long Wharf Drive, Suite 501, New Haven, CT 06511
Since 2002
AMERIPRISE FINANCIAL SERVICES, INC. - Insurance, Investment Management, Retirement Income and Tax Planning Strategies, Sustainable and Responsible Investing, Saving for Education & Retirement Planning Strategies
Specializes in wealth management services ● Provides one of the basic factors in determining an appropriate investment strategy for you
TBR® Inspection Report
NIKOLA SORMAZ
470 James Street, Suite 13, New Haven, CT 06513
Since 2018
EDWARD JONES - Traditional and Roth IRA, Investors Saving for Retirement, Social Security, Education, 401K and Retirement Planning, College Savers & Individuals with Insurance Needs
Expertise in individuals with estate needs ● Provides to help families set aside money tax-free for future college costs and to create an education savings strategy that will make the grade