Financial Advisors in Connecticut
Showing 1-4 of 4 advisors
Stamford, CT
Joseph Goett
Wells Fargo Advisors Financial Network, LLC
Specialties and Expertise
Portfolio ConstructionBusiness Ownership StrategiesCash Flow Analysis+5
Typical Clientele
High Net Worth IndividualsBusiness Owners+6
Pricing Model:
Fees Information
Number of Clients
190
Years of Experience:
11 years
Glastonbury, CT
Tim Stowell
Atlantic Wealth Advisors
Specialties and Expertise
Cash Flow AnalysisDebt ManagementCollege Planning+5
Typical Clientele
RetireesTeachers+4
Pricing Model:
Flat Fee
Number of Clients
102
Years of Experience:
10 years
Avon, CT
Michael Mezheritskiy
Milestone Asset Management Group
Specialties and Expertise
Cash Flow AnalysisTax PreparationHigh Net Worth Planning+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
24 years
Fairifeld, CT
Salim Boutagy
MONECO Advisors
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsDebt Management+7
Typical Clientele
New InvestorsRetirees+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 years