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
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet you financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
36 Devonshire Lane
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
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.
707 Main Street
(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
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
Merrill Lynch – Madison Branch
The financial advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill Lynch, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.
71 Bradley Road
(203) 318-3700
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
Principle Wealth Partners
Principle Wealth Partners is an independent registered investment advisory firm in Madison.  We provide wealth management and comprehensive financial planning services to individuals, families, and institutions.  Our independence empowers us to provide custom-tailored solutions that are in the best interest of our clients.
670 Boston Post Road
(203) 318-8892
Webster Bank, living up to you. Personal, business, Commercial & Institutional bank.
28 Durham Road
(203) 318-3500
Warner Group
Warner Group was founded with the mission of guiding our clients through every aspect of their financial lives. We strive to align your financial tools with short and long-term goals so you can move through life with confidence, understanding and abundance.

As you navigate through the ever-evolving challenges and milestones of life, we are here to serve as a trusted resource for you, your family and your community.
1 Enterprise Drive, Suite 105