Financial Management

Charles Schwab
Welcome to a modern approach. Invest based on your goals, personal planning and automated investing.
869 Boson Post Road
(203) 245-6137
Cooperative Funeral Fund
Cooperative Funeral Fund, Inc. is a full service preneed and cemetery care fund management company in business exclusively for the death care industry. SEC registered*, Cooperative Funeral Fund (CFF) manages the investment, accounting, compliance, and payout of death care trust accounts.
74 Boston Post Road
(203) 245-3660
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 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
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
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
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
Michael Raymo
Loan officer with Mortgage Master
703 Hebron Avenue Suite D
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
People’s United Bank
Personal, small business, commercial and wealth management services.
752 Boston Post Road
(203) 245-3413
Sullivan & Associates Wealth Management LLC
We provide advice and guidance to help maximize all elements of your financial life, whenever and however you need it.
157 Goose Lane
(203) 458 – 1740
Webster Bank
Webster Bank, living up to you. Personal, business, Commercial & Institutional bank.
28 Durham Road
(203) 318-3500