Adaptive Wealth Management
A global perspective is required to evaluate today’s investment opportunities.
157 Goose Lane
(203) 458-1740
Charles Schwab
Welcome to a modern approach. Invest based on your goals, personal planning and automated investing.
869 Boson Post Road
(203) 245-6137
CPA Tax Solutions, LLC
A certified public accounting firm with offices in Hamden and Madison.  CPA Tax Solutions, LLC provides personal and friendly one-on-one service to each of its clients.
Oak Park, 149 Durham Rd., Ste. 25
Madison (203) 245-7110 Hamden (203) 248-8600
Diastole Wealth Management
Helping you become financially independent is our business. Diastole is different. We start with a plan. Your plan.
58 Boston Street
(203) 458-5220
East Commerce Solutions, Inc.
A nationally ranked merchant services provider aligned with the largest transaction processing networks in the world. Dedicated to exceptional customer service.
22 Morris Lane
East Providence
(800) 527-5395
East Shore Mortgage Services, LLC
Over 20 years in the mortgage industry, Scott is a seasoned professional who knows the intricacies of the ways to get you approved for a mortgage.
670 Boston Post Road, Unit 1D
(203) 693-8002
Elaine Reitman, CFP
Independent financial planner offering financial planning, tax services and personal money management.
25 Pheasant Drive
(203) 915-4974
Elliott Wealth Management, LLC
A full-service financial firm committed to helping people pursue their financial goals.   We offer a wide range of financial products and services to individuals and business owners.
86 Bradley Road
(203) 427-8718
Essex Financial Services
A client-centric approach to wealth management. A singular focus on the unique needs of our clients.
99 Durham Road
First Financial Planners
We strive to help you positively impact your Circle of Wealth by better protecting, preserving and expanding it with sound financial plans.
23 Woodland Road
Guaranteed Rate
National Retail Mortgage Lender. Residential purchase and refinance loans.  Licensed in all 50 states.  Over 20 billion in funded loan year to date for 2016.  95% in customer satisfaction.
762 Boston Post Road
(203) 641-8287
Impact 7 LLC
A full service accounting and financial service firm located in Wallingford, Connecticut. We offer a wide array of accounting, taxation, and consulting services to individuals, and small to large businesses.
14 Summit Place, Suite 201
Independent Bond and Investment Consultants
IBIC is a SEC and MSRB registered independent municipal advisor based in Madison,
129 Samson Rock Drive, Ste. A
(203) 245-8715
Lindahl Financial Group
We believe that it’s more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family’s wealth, lifestyle and dreams for the future.
15 Meigs Avenue, Suite 206
Madison Financial Planning
Dedicated to developing multi-generational relationships that are built on personal attention and an understanding of our client’s fiscal goals and lifestyle aspirations.
206 Boston Post Road
(203) 245-3131
Mason, DiMarco & Shaw, C.P.A.
We work hard to save you taxes, ensure compliance to avoid costly errors, and help you free up your time so you can focus on what you do best.
141 Durham Road, Suite 14
(203) 245-9264
Michael Raymo
Loan officer with Mortgage Master
703 Hebron Avenue Suite D
MicroGenesis LLC
18 Waterbury Avenue
(203) 245-1290
MJWEA & Company, LLC
Since 1989, MJW EA & Company, LLC has been providing advice, information and resources that simplify the understanding of tax laws, rulings & regulations to the shoreline and beyond.
206A Boston Post Road
Morgan Stanley
Strive to earn the trust and help achieve the goals of many individuals, families and institutions in Connecticut. With a full suite of services, we look to deliver the resources that can best accomplish each client’s unique goals.

741 Boston Post Road
(203) 499-4970
Murphy & Company, LLC
Providing Accounting, Tax, Bookkeeping, Audit and Financial Consulting Services to Closely Held Businesses, Their Owners & Individuals
420 East Main Street, Bldg. 1, Unit 10
Primary Residential Mortgage, Inc.
We offer the best mortgage tools available on the Internet – easy, convenient, online shopping for the best loan programs and most current rates available, together with the assistance of an experienced live loan officer to guide you through the often difficult and confusing process of choosing and getting the exact loan to meet your specific needs.
96 Broad Street
(203) 453-5555
van Duinen Financial Services
We bring over 25 years of experience to the small business owner who is faced with the daily pressures of increasing profitability, reducing taxes, or just looking for more personal time.
41 Sportsmans Hill Road
(203) 245-3004

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