Minichino Financial Group LLC

Summit Planning Group is a professional services firm based in Branford, CT, specializing in comprehensive financial planning and wealth management solutions. With a focus on personalized strategies and client-centered approach, Summit Planning Group assists individuals and businesses in achieving their long-term financial goals. Generated from their business information

Bard Financial Services Inc, located in Branford, CT, specializes in offering insurance and investment advisory services. Their experienced team, including Jeffrey Welsh, Kenneth Spitzbard, Jackie Weston, Joseph Schreck, and Julie Hoko, provides expert guidance on financial planning, college and retirement planning, and IRA eligibility. As a registered broker/dealer and a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation, Bard Financial Services ensures clients receive top-notch advice and services for their financial needs. Generated from their available business information

Wells Fargo Advisors in Guilford, CT offers a comprehensive range of financial services and products to help clients achieve their investment goals. From traditional and Roth IRA accounts to college savings plans and insurance solutions, their team of dedicated financial advisors provides personalized guidance tailored to individual needs. With a focus on putting clients first, Wells Fargo Advisors emphasizes a client-centric approach to financial planning, offering insights on market trends, investment strategies, and retirement planning. Their commitment to providing clarity and expertise in navigating the complexities of the financial landscape sets them apart as a trusted partner in wealth management. Generated from the website