Rogers Financial Services

Perry Investment Resources is a financial services firm based in Groton, CT, specializing in providing investment advice and portfolio management services to individual and institutional clients. With a focus on personalized financial planning and strategic investment solutions, Perry Investment Resources aims to help clients achieve their long-term financial goals through prudent and informed decision-making. Generated from their business information

Jim Carney previously worked for a large financial services firm. He grew frustrated as the company dictated the types of investments and financial services he should offer to his clients. Jim thought that his clients deserved better and decided to leave the large firm and branch out on his own. Carney Financial Group was founded by Jim, who realized that establishing an independent firm could provide the tools, resources, and ability to service and to dedicate himself to the needs of his clients rather than to the needs and goals of a large corporation. Jim committed himself to create the type of firm he thought was needed in this day and age of rushed and sometimes impersonal or non-existent service. Carney Financial Group, chose to partner with Commonwealth Financial Network , one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals while helping the company serve clients in a seamless and efficient manner by providing back office, investment, and technology support.

Associates Planning Services in Groton, CT, is a financial services firm that focuses on tax preparation and other financial assistance. Their knowledgeable staff excels in guiding clients through income tax calculations and the preparation of tax returns. With a specialization in tax-related services, Associates Planning provides expert assistance to ensure clients' financial needs are met efficiently and accurately. Whether seeking help with tax planning or preparing tax documents, clients can rely on Associates Planning for reliable and professional service. Generated from their available business information