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Financial Advisors
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City
Oppenheimer & Co. Inc.
_
1781 Highland Avenue, Suite 104
Cheshire
,
CT
06410
Ms. Katie McCarthy Lombardo
(203) 271-8500
(203) 217-8503
Member Since: 2016
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Edward Jones
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850 Straits Turnpike, Ste 202
Middlebury
,
CT
06762
Mr. Stephen Harrington
(203) 758-1396
Member Since: 2018
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Fiduciam Financial
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835 Straits Tpke
Middlebury
,
CT
06762
Mr. Mark Jones
(800) 895-6625
Member Since: 2006
Ameriprise financial advisors deliver personalized financial advice to help you achieve your goals, today and tomorrow. Your advisor takes the time to understand what’s truly important to you. Together, they will document your goals, track your progress
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Wise Wealth, LLC
_
60 Waterbury Road, Suite G
Prospect
,
CT
06712
Mr. John D'Agostino
(203) 888-0096
Member Since: 2019
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National Financial Network
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PO Box 128
Litchfield
,
CT
06759
Ms. S. Kimberly Welch
(860) 567-2229
Member Since: 2020
What makes our firm different is adhering to our mission dedicated to helping PEOPLE use a proven successful PROCESS, only implementing PRODUCTS tailored to each individual's unique situation, forming an ALLIANCE and long-lasting bond with our clients an
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Barron Financial Group, LLP
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103 Albert Street
Torrington
,
CT
06790
Mr. John Seagrave
(860) 489-0432
Member Since: 2017
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Gateway Financial Partners
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PO Box 661
Naugatuck
,
CT
06770
Mr. Dave Rogers
(475) 666-5277
Member Since: 2020
We strive to be the lead financial advisor for our clients through honesty, integrity, and deep professional knowledge. What this means to you is we get to know you on a personal level and are always there for you throughout your Bench of Life.
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Prudential - Jeff Desmarais & Peter Schutt
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2 Corporate Drive
Shelton
,
CT
06484
Mr. Jeffrey Desmarais
(203) 592-5899
Member Since: 2019
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Merrill Lynch Wealth Management, Bank of America Corporation
_
108 Main Street North
Southbury
,
CT
06488
Ms. Lori DosSantos
(203) 573-5725
Member Since: 2014
Financial Advisors
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