Financial Planning/Special Needs Trusts

Business Name Phone Email Address Website
American National / Farm Family Insurance 860-349-7064 6 Way Road, Suite 201
Middlefield, CT 06455
http://www.lymaninsure.com
Barnum Financial Group / Benjamin Howarth – Glastonbury 860-258-3848 45 Glastonbury Boulevard, 1st floor
Glastonbury, CT 06033
http://www.howarthbarnumfg.com/
Barnum Financial Group / Benjamin Howarth – Griswold 860-258-3848 110 Main Street
Jewett City, CT 06351
http://www.howarthbarnumfg.com/
BEYOND AUTISM Counseling Services and Supportive Guidance 860-808-9177 87 Broadway Street
Colchester, CT 06415
http://www.autismhelp15.wordpress.com
Charles Bergamo – Northwestern Mutual 475-209-5585 555 Long Wharf Drive
New Haven, Connecticut 06511-6107
http://www.charlesbergamo.com/
Mark R. Connell, Attorney At Law, LLC 203-488-5586 420 East Main Street, Suite 12
Branford, CT 06405
http://www.markconnellattorney.com
Morgan Stanley – Adam Leapley, CFP®, CRPC®,ChFC®, Financial Advisor 203-221-6001 200 Nyala Farms Road
Westport, CT 06880
http://www.morganstanleyfa.com/adam.leapley/
Planning Across The Spectrum Andrew Komarow, MSFS, AEP® AIF® BFA™ CFP® ChSNC® 860 606 7060 74 Batterson Park Road, Floor 1
Farmington, CT 06032
https://Planningacrossthespectrum.com
Shelton Financial Services 203-400-0080
Shelton, CT 00000
http://sheltonfinancialservices.com
The FDG Group at UBS 888-435-6930 750 Washington Boulevard, 11th Floor
Stamford, CT 06901
http://www.ubs.com/team/fdg
Vista Life Innovations 860-399-8080 x108 1356 Old Clinton Road
Westbrook, CT 06498
https://www.vistalifeinnovations.org/about