As independent financial advisors, our mission is to provide our clients with the highest level of personalized service and guidance to help them pursue their financial objectives. At the heart of our practice is a commitment to helping individuals and small businesses navigate the complex world of wealth and retirement planning. We understand that everyone's financial situation is unique, and... Read More about Gateway Financial Partners

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Susan M Dowling will take the time to understand you and your goals, as well as... Read More about Susan M Dowling - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Stephen J Adeletti will take the time to understand you and your goals, as well as... Read More about Stephen J Adeletti - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Vince Martino will take the time to understand you and your goals, as well as those... Read More about Vince Martino - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Eric Moreira will take the time to understand you and your goals, as well as those... Read More about Eric Moreira - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Stacey Lee will take the time to understand you and your goals, as well as those... Read More about Stacey Lee - Associate Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Erica Damon will take the time to understand you and your goals, as well as those... Read More about Erica Damon - Financial Advisor, Ameriprise Financial Services, LLC

At Damon Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Old Saybrook, CT... Read More about Damon Wealth Management Group - Ameriprise Financial Services, LLC

At Root, Borajkiewicz, Lucarelli Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Old Saybrook,... Read More about Root, Borajkiewicz, Lucarelli Wealth Advisors - Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Bartley C Damon will take the time to understand you and your goals, as well as... Read More about Bartley C Damon - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Christopher C Coburn will take the time to understand you and your goals, as well as... Read More about Christopher C Coburn - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, R Christopher Damon will take the time to understand you and your goals, as well as... Read More about R Christopher Damon - Private Wealth Advisor, Ameriprise Financial Services, LLC

At Coburn Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Old Saybrook, CT area to... Read More about Coburn Financial Group - Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Old Saybrook, CT area, Janice Reed will take the time to understand you and your goals, as well as those... Read More about Janice Reed - Financial Advisor, Ameriprise Financial Services, LLC

Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices;... Read More about KeyBank

Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.