FCTI

Gorgone & Associates, located in Old Lyme, Town of, CT, offers personalized financial advisory services through Rodney L Campopiano, a seasoned financial advisor with 24 years of experience. Clients can expect tailored recommendations for a diversified portfolio, regular progress reviews, and access to digital tools to stay on track towards their financial goals. Specializing in retirement income strategies, investments, and wealth preservation, Gorgone & Associates provides comprehensive financial planning solutions to help clients prepare for both expected and unexpected life events. As an Ameriprise Financial franchise, the firm emphasizes personalized advice and a commitment to protecting clients' privacy and online security.Generated from the website

Ameriprise Financial in Old Lyme offers expert financial planning advice and retirement investment services through their team of knowledgeable advisors. With a focus on helping clients achieve their financial goals, Ameriprise provides personalized guidance and support to navigate the complexities of financial planning. Generated from their website's infomation

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.