Bernhard Financial Management Services

Mercer Advisors is a wealth management firm located in Woodbridge, Connecticut, with over two decades of experience providing tailored guidance to families and business owners. They offer a comprehensive suite of services, including financial planning, investment management, tax, estate, and insurance solutions, all designed to amplify and simplify their clients' financial lives. With a dedicated team of CFA and CFP professionals, Mercer Advisors specializes in multi-generational wealth management and institutional-grade investing, ensuring tax efficiency and proactive strategies to protect clients' legacies. Their advisors are deeply embedded in the local community and focus on delivering clarity and confidence as clients navigate their unique financial journeys. Generated from the website

Goldblatt Bokoff LLC is a public accounting firm based in Norwich, CT, serving Southeastern Connecticut since 1926. With a commitment to superior client service, professionalism, and integrity, they work proactively with clients to help them achieve their professional and personal goals. Active members of the community, they have volunteered with various organizations over the years, demonstrating their dedication to giving back. Recognized for their excellence, Goldblatt Bokoff LLC has been honored with awards such as Norwich Magazine's Best Of in the Accounting Financial Services category and CT Magazine's Connecticut Five Star Wealth Managers. As certified public accountants and advisors, they offer a range of client services and are dedicated to building extensive business relationships to ensure their clients' success.Generated from the website

Lansdowne Wealth Management, located in Mystic, CT, is a fiduciary, fee-only financial advisory firm committed to prioritizing clients' interests. As a Registered Investment Advisor and CERTIFIED FINANCIAL PLANNER professional, they offer comprehensive financial planning services focused on retirement strategies without the influence of commissions or proprietary products. The firm prides itself on its independence, allowing for tailored advice and agile solutions that meet the specific needs of its clients. With a clear focus on retirement planning, Lansdowne Wealth Management aims to guide individuals and families in making informed financial decisions for a secure future. Generated from the website