Tax Preparer | CPA
Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies [...]
Johnson Brunetti is an independent Retirement and Investment Specialty firm with neighborhood offices located throughout Connecticut and Massachusetts. Our firm was built based on the foundations of integrity, trustworthiness and creating a sense of confidence for our clients as they approach their retirement years. Founded in 2003, the firm has grown to a staff of over 35. Joel Johnson, CFP® and our team of experienced professionals have successfully helped and guided over 3,500 families [...]
Retirement Planning & Income Distribution Strategies.
Right Step Mortgage LLC (NMLS 2092323) is a residential mortgage company. Whether you are purchasing a primary/secondary/vacation/investment property or refinancing an existing mortgage, we can help you find the right product and program to meet your financial needs. Right Step Mortgage takes great pride in providing you with exceptional customer service and making sure you understand the entire process from start to finish. We built our company on transparency and trust. Our goal is [...]