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
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
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.
99 Durham Road
(203) 318-8892
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