🤫 Directory · consent-first

Near 06066. Vernon.

24 financial advisors & firms and 1 insurance agent verified near Vernon, CT — every one cited to the regulator, claimable and removable by the person named.

Find your person

Search this ZIP — or use your location

Financial

Advisors & firms near 06066

Key Financial Concepts, INC.0 mi

RIA firm · Vernon, CT 06066 · Registered investment adviser · $11M AUM

CRD 125985 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Keynote Financial Services, LLC0 mi

RIA firm · Vernon, CT 06066 · Registered investment adviser · $227M AUM

CRD 130384 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rmp Investments, LLC0 mi

RIA firm · Vernon, CT 06066 · Registered investment adviser

CRD 164697 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Financial Answers, LLC5.3 mi

RIA firm · Ellington, CT 06029 · Registered investment adviser

CRD 165147 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Strategic Financial, LLC6.1 mi

RIA firm · South Windsor, CT 06074 · Registered investment adviser · $65M AUM

CRD 122437 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Freedom Investment Management, INC.6.1 mi

RIA firm · South Windsor, CT 06074 · Registered investment adviser · $569M AUM

CRD 126052 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Butler & CO., INC.6.1 mi

RIA firm · South Windsor, CT 06074 · Registered investment adviser · $10M AUM

CRD 153715 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Ernest J. Brousseau, CPA, Cfp®6.3 mi

RIA firm · Manchester, CT 06040 · Registered investment adviser · $25M AUM

CRD 128112 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Excel Wealth Management, LLC6.3 mi

RIA firm · Manchester, CT 06040 · Registered investment adviser · $310M AUM

CRD 299602 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Pasco Advisors, LLC8.5 mi

RIA firm · East Windsor, CT 06088 · Registered investment adviser · $39M AUM

CRD 165021 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Wpg Advisory Group, LLC8.5 mi

RIA firm · East Windsor, CT 06088 · Registered investment adviser

CRD 174200 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Budnick Capital, LLC9.4 mi

RIA firm · East Hartford, CT 06108 · Registered investment adviser

CRD 302118 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Morgan House Capital, LLC9.4 mi

RIA firm · East Hartford, CT 06108 · Registered investment adviser · $2M AUM

CRD 330351 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Usi Securities, INC.9.9 mi

RIA firm · Glastonbury, CT 06033 · Registered investment adviser

CRD 43793 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Usi Advisors9.9 mi

RIA firm · Glastonbury, CT 06033 · Registered investment adviser · $56.3B AUM

CRD 108113 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Mark Sheptoff Financial Planning LLC9.9 mi

RIA firm · Glastonbury, CT 06033 · Registered investment adviser · $467M AUM

CRD 108742 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Adviceone Advisory Services, LLC9.9 mi

RIA firm · Glastonbury, CT 06033 · Registered investment adviser · $2.0B AUM

CRD 111614 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Alpha Capital Research, LLC9.9 mi

RIA firm · Glastonbury, CT 06033 · Registered investment adviser · $43M AUM

CRD 113330 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Symmetry Partners9.9 mi

RIA firm · Glastonbury, CT 06033 · Registered investment adviser · $4.7B AUM

CRD 120982 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Briggs Wealth Management, INC.9.9 mi

RIA firm · Glastonbury, CT 06033 · Registered investment adviser · $362M AUM

CRD 125518 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Glastonbury Cpa's Financial Advisors, LLC9.9 mi

RIA firm · Glastonbury, CT 06033 · Registered investment adviser · $32M AUM

CRD 127288 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Anthem Asset Management9.9 mi

RIA firm · Glastonbury, CT 06033 · Registered investment adviser · $11M AUM

CRD 136271 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Black Swan Wealth Management9.9 mi

RIA firm · Glastonbury, CT 06033 · Registered investment adviser

CRD 169586 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Buell Investment Advisors9.9 mi

RIA firm · Glastonbury, CT 06033 · Registered investment adviser · $35M AUM

CRD 173423 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 06066

Neri Agency, Inc.47.9 mi

Insurance · Allstate · Westerly, RI 02891 · Home, auto, life in Westerly

This is you? Claim itclaimable & removable by its owner

Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Vernon, CT.

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

← Back to the national directory

🤫 Directory · consent-first

Near 06066. Vernon.

24 financial advisors & firms and 1 insurance agent verified near Vernon, CT — every one cited to the regulator, claimable and removable by the person named.

Find your person