NOBLE WEALTH ADVISORS OF JANNEY MONTGOMERY SCOTT, LLC
321 Whitney Avenue, 1st Floor, New Haven, CT 06511
Since 2010
Financial Planning, Estate Planning, Retirement Planning, Saving for College, Cash Flow Management, Life Insurance, Disability Insurance, Investments, Charitable Giving, Portfolio Management, Wealth Planning, Risk Management & Tax Planning
Focuses on Wealth Management services including Financial Planning, Asset Allocation Analysis, Education Planning and Retirement Income Planning
Janney's 2012 Financial Advisor of the Year, Named in the "FT 400 Top Financial Advisors" by Financial Times in 2013, 2014
LINDEN WEALTH ADVISORS, LLC - ELENA M DIXON
157 Church Street, 19th Fl, New Haven, CT 06510
Since 2017
Financial Planning, Investment Management, Retirement Strategies, Estate Planning, Business Planning, Donor Advised Funds, Socially Responsible Investing, Charitable Gift Planning, Wealth Transfers, Insurance & Annuities
Offer the full spectrum of Financial advice to individuals and families, Employee Financial Wellness Programs for Small Business Owners and Portfolio Management to endowments, trusts
KREITLER FINANCIAL
265 Church Street, Suite 801, New Haven, CT 06510
Since 1987
Wealth Management, Retirement Savings, Cash-Flow Management, Estate Planning, Risk Management, Portfolio Management, Annuity Evaluation and Planning, Business Succession Planning, Education Savings, Family Legacy Goals & Charitable Giving
Provides Wealth Management and Portfolio Management