Hersman Capital

Money Concepts, located in Rocky Hill, CT, provides comprehensive financial planning and wealth management services to individuals and families. Their expertise lies in retirement and education planning, along with a range of related financial services tailored to meet clients' needs. With a focus on helping clients achieve their long-term financial goals, Money Concepts offers personalized strategies and guidance to navigate the complexities of planning for the future. Whether preparing for retirement or saving for education expenses, the firm's dedicated team is committed to providing sound financial advice and solutions. Generated from their available business information

Connecticut Cambridge Advisors, located in Fairfield, CT, is a fee-only financial advisory firm dedicated to aligning all aspects of clients' financial lives with their personal goals. They provide comprehensive services including tax preparation, investment strategies, insurance, estate planning, and retirement planning, developing customized financial plans that evolve with clients' circumstances. The firm emphasizes collaborative engagement, allowing clients to gain a clear understanding of their financial situations while delivering objective advice without commissions based on product sales. Their mission is to empower clients to achieve financial independence by demystifying money management and providing ongoing support through every stage of their financial journey. Generated from the website