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Financial Planning

A

ADP

Travis Mistretta

(203) 882-7519

Ameritas Retirement Plans

Scott Hankard

(860) 324-0975

B

Beneco, Part of FuturePlan By Ascensus

Sam Groves

(480) 850-2548

C

CliftonLarsonAllen LLP

Luke Ebersold

(860) 561-4000

P

Pension Corp. of America

Justin Seitz

(513) 719-4161

S

Smith Brothers Financial, LLC

Jeffrey Giantonio

(860) 652-3235

T

Tracy-Driscoll Insurance & Financial Services

Janice Strasser

(860) 506-2387

TrinityPoint Wealth

Matthew Gallagher

(203) 693-8519

W

WealthBridge Financial Group

Travis Ramsdell

(860) 900-0784