Savings for your children's education requires a long-term perspective. College Savings Plan like 529 College Savings Plan, Prepaid College Savings Plan, etc are great instruments to secure your children's future.
Submit Request to Get Expert Advice on College Savings Plan
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Sample Listing of Connecticut, CT Firms Offering College Savings Plan
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Waddell & Reed Financial Services
2319 Whitney Avenue, Suite 5-A New Haven, CT
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I specialize in working with individuals and businesses in developing a strategy and putting together a financial plan to help make their dreams and goals a reality.
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Raymond James Financial Services, Inc.
116 South Main Street Wallingford, CT
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To help clients maintain and improve their standard of living by providing the investment products and services that they need, the personal service that they deserve and the unbiased advice that is morally and professionally required.
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Chadwick Financial Advisors
15 New Britain Avenue Unionville, CT
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Helping people improve their financial situations is our mission. One definition of insanity is doing what you've always done and expecting different results. It is true that in order to work towards improving your outcome you'll need a proven, systematic process that is easy to implement and maintain. We've been entrusted to help hundreds of families, businesses, charities and pension funds work towards reaching their goals - truly an honor and a responsibility we do not take lightly - we treat client assets as if they are our own. We can help you protect what you have by making responsible decisions today as well as watching out for your future - helping you avoid potential problems decades down the road. The forethought we put into the process is something many people don't appreciate for years until they realize how important a decision years ago is in their life today. We have a proven process using Moneytrax, our financial modeling system to allow you to see complex financial
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Commonwealth Financial Network
518 Monroe Turnpike, 2nd Floor Monroe, CT
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I work with clients for all their financial planning needs specializing in:
> Retirement accumulation planning
>Maximizing retirement income
>Portfolio Analysis
>Legacy Planning
We design a financial roadmap to assist clients to increase their income, not outlive their funds, keep up with inflation and potentially leave a legacy. I work with clients to generate a comprehensive "game plan" which is flexible enough to change with different life events.
While our services are backed up by some of the world's best associations, the guidance is strictly personal.
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National Financial Services
250 State St D-2 North Haven, CT
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National Financial Services is a financial planning firm that believes in planning today, for our client's future. We exist to develop a roadmap of financial security to fit the individual needs of our clients and their loved ones.
Our clients can expect to be treated with professionalism, confidentiality, personal service, respect and a commitment to always do what is in their best interest.
My personal mission statement is to surround myself with exceptional people to help me service my clients. I want to be able to help, educate and provide for my clients, to insure they are financially secure, for a successful retirement and to help provide a legacy for their heirs.
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