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Finance Advising reviews in East Haven

  • A
    Upper Left Wealth Management
    Randy Kurtz is an extremely knowledgeable financial advisor. He is straightforward, attentive and helpful. His guidance showing me how to make better choices with managing my money was valuable.
    - Diana S.
  • A
    Charles Bailey & Associates LLC & Beacon
    Charles found a large refund for our entire family (5 households) after the death of my father-in-law that no one was aware of.  Several of my brothers/sisters had been to their accountantant and had already filed their returns and their accountantant never asked them the right questions!  He also assisted in the financial planning of my 15 y.o daughter and pointed out how I was losing a valuable State Tax credit.  Needless to say, he acquired several new clients.
    - Dale K.
  • A
    American College Planning Service
    Excellent. We could not have more pleased. We are extremely satisfied with Stu's incredible professionalism & genuine desire to help at any time of day.
    - Jean P.
  • A
    LPL Financial
    Great. He always keeps me informed and works hard to keep my investments so I have the best return possible.
    - Elizabeth M.
  • A
    LPL Financial
    Excellent, I was advised the best professional advice and my investments have been protected and have grown.
    - Kathy N.
  • A
    LPL Financial
    Results have been exceptional. I receive immediate responses to any questions or needs. 100% attention and someone who listens to what my goal and expectations are. Could not be happier with the decision to make this move.
    - Robert B.
  • A
    Diczok Tax Service
    I have been using the Diczok Tax Service for years.  John is always prompt and extremely knowledgable in anything I ask him.  His turnaround time is very quick and professional.  Anytime I need to call him, he immediately will pick up or call back a.s.a.p to help me. I have been a customer for about 6 years and will continue to use Diczok Tax Services in the future.  I can't recommend them enough.
    - Jason K.
  • A
    AMERIPRISE
    He is very smart and knows what he is doing. He has done our estate planning with the help of our lawyer and got us through the financial issues.
    - Linda C.
  • A
    Brian J Cahill
    Brian Cahill is one of the best-known, best-liked financial advisers in Central CT. He passed all the requisite State law exams & is a registered securities broker as well as a registered Broker dealer. He has 10 yrs of financial advising under his belt.
    - Helen T.
  • A
    LPL Financial
    At the initial meeting, we went over all my investments and was advised to change to a Retirement account for a better use of my money.  I was very pleased with what was recommended for my individual use.  I am contacted frequently (email) to see how I am doing and if I'm still happy with what is happening with my investment.  They are always available to talk to and answer any questions I may have.
    - Maryrose B.
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Financial Advisors in East Haven

Companies below are listed in alphabetical order.

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