Business Directory

Financial Services

Edward Jones

Phone: (860) 409-2152
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what my clients are working toward before they invest their money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help you with retirement savings strategies allowing more options when you retire. At Edward Jones, we focus on you. We have [...]

Forrest Financial Partners

Phone: (860) 222-0232
Unparalleled Investment Experience We are accomplished investment managers with over three decades of industry experience. We work with families to help them grow and protect their wealth and freedom with comprehensive investment management and financial planning. We recognize that each of our clients have unique financial goals and risk tolerances, and tailor our approach to meet their specific objectives. We maintain an unyielding focus on risk management, and mitigate potential downside by underwriting every investment using a [...]

Johnson Brunetti Investments

Phone: 860-372-4800
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 [...]

Rothstein & Co., CPA’s

Phone: 860-673-1040
Certified Public Accountants Rothstein & Co., CPA's has been providing our clients in the Tri-State area with first class accounting services for 4 decades. We take care of all of your financial needs so you don't have to, leaving you free to focus on the rest of your life. Whether you are starting a business or just need help with filing taxes, we are here for you. Alan Rothstein, CPA, PFS  Alan is a co-founder of Asset [...]