Financial Planning

Charles Schwab
Welcome to a modern approach. Invest based on your goals, personal planning and automated investing.
869 Boson Post Road
(203) 245-6137
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
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
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