Find Top Financial Advisors in Avon


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Qualifications of Financial Advisor in Avon

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Financial Advisors in Avon, Connecticut
Financial Advisor Office Location Phone Number
Douglas A. Kartsen, CFA,
DAK Financial Services
11 Wintergreen Ln,
Avon, CT  06001
(860) 269-8130
Jim Furlong,
Financial Engines Advisors, LLC
360 Bloomfield Avenue,
Windsor, CT  06095
(413) 271-1147
Ken Tumolo, CFP,
Johnson Brunetti
100 Great Meadow Road Suite 502,
Wethersfield, CT  06109
(860) 372-4800
Jay Klein CFP, ChFC, CLU,
Maffe Financial Group
624 Hebron Ave.,
Glastonbury, CT  06033
(860) 430-1977
Jim Furlong,
Financial Engines Advisors, LLC
601 North Main Street,
East Longmeadow, MA  01028
(413) 271-1147
Christian Grundel,
Financial Engines Advisors, LLC
1000 Bald Hill Road,
Warwick, RI  02886
(401) 921-3331

Information on Qualified Financial Advisors in Avon

DAK Financial Services

As a fiduciary, I assist individuals and families with their investing and financial planning needs. Having served institutional and individual investors for nearly 20 years, I specialize in pre- and post-retirement investing, estate and college planning, and risk management.

The CFA Institute’s rigorous course of study guides my philosophy towards portfolio management and for maintaining the highest ethical standards for myself and the firm. I completed the CFA program in 2001 and remain a CFA Charterholder and member of the CFA Society Hartford.

Analytical and conservative by nature, I began my career as an engineer at United Technologies (Pratt & Whitney). There I received a U.S. patent in manufacturing and worked with emerging technologies and in strategic planning. This was a great opportunity to understand the internal operations of “big business” and to witness the global effects of technological evolution from initial development to market disruption. That has served me well as an investor and advisor in a rapidly changing world.

Later, I held Vice President positions with banking giants Sovereign Bank and HSBC. During this period I served as a corporate lender, investment banker, private equity portfolio manager and as Head of Investments and Wealth Management for sub-Saharan Africa.

In my spare time, I enjoy whitewater kayaking, skiing, travel and spending time with family. A dedicated participant in community affairs, I have held leadership positions in the Rotary Club, Farmington Chamber of Commerce, and the Urban League of Greater Hartford.

Qualifications CRD#: 5150347
FirmCRD#: ---
Series 7, 63

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 11 Wintergreen Ln,
Avon,CT  06001

Phone Number (860)2698130


About DAK Financial Services

Douglas A. Kartsen, CFA DAK Financial Services is a Registered Investment Advisor in the
State of Connecticut. An independent firm, we work closely with
individuals and families to help them define and realize their
financial and investment objectives. Let us help you to achieve
your goals.




Financial Engines Advisors, LLC

Joined Financial Engines in 2005. Began his career in the financial services industry in 1980.
Successfully completed the Series 4, 7, 24, 53, 63, and 65 examination(s) administered by FINRA.
Board member of The Adoptive Parents Committee and President of the Enfield Dolphins Recreational Swim Team.
Hometown is Bay Shore, N.Y.
Married to Susan. They have five children: Shawn Marie, Michael, John, Allison, and Robert.

Qualifications CRD#: 1921131
FirmCRD#: 104510
Series 4, 7, 24, 53, 63, 65

Compensation/Fees I am a Fee-Based financial professional, Based on Assets


Office Location 360 Bloomfield Avenue,
Windsor,CT  06095

Phone Number (413)271-1147


About Financial Engines Advisors, LLC

Jim Furlong Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




Johnson Brunetti

Ken Tumolo joined Johnson Brunetti as a CERTIFIED FINANCIAL PLANNER" in 2014. He brings a strong dedication to helping clients on the path towards financial security and independence as they plan for their retirement years because everyone deserves a secure and independent retirement. Ken holds the Series 7 and 66 licenses, as well as Life, Health and Long-Term Care licenses.

Qualifications CRD#: 6219688
FirmCRD#: 171168
Series 7, 66

Compensation/Fees ---


Office Location 100 Great Meadow Road Suite 502,
Wethersfield,CT  06109

Phone Number (860)3724800


About Johnson Brunetti

Ken Tumolo, CFP Johnson Brunetti is a leading independent Retirement and
Investment Specialty firm with offices located throughout
Connecticut and Massachusettes. Our firm was started in 2003
and was built based on the foundations of integrity,
trustworthiness and creating confidence in our clients as they
approach their retirement years.

Johnson Brunetti has helped more than 3,000 New England
families reduce unnecessary income, social security and estate
taxes. The advisors at Johnson Brunetti know their best
clients are individuals that appreciate personalized service
and support and value the firm?s financial investment
strategies which are based on preservation of principal, a
reasonable rate of return and keeping things simple.

We offer complete services to address all of our client's
financial priorities:

Retirement Planning
Estate Planning
Asset Management
401K Guidance
Wealth Protection
Long-Term Care Insurance Options

Our Locations:

Wethersfield, CT
100 Great Meadow Road Suite 502
Wethersfield, CT 06109


Fairfield, CT
501 Kings Highway East Suite 107
Fairfield, CT 06825

Newtown, CT
27 Glen Road Suite 300
Newtown, CT 06482

Cheshire, CT
515 Highland Avenue
Cheshire, CT 06410

Avon, CT
20 Avon Meadow Lane Building 20, Suite 220
Avon, CT 06001

Old Saybrook, CT
745 Boston Post Road
Old Saybrook, CT 06475

Newton, MA
233 Needham Street Suite 300
Newton, MA 02464





Maffe Financial Group

Jay is a graduate of Central Connecticut State University, where he graduated with a BS in Business Administration and a Minor in Economics. He has over 30 years of experience in advising his clients regarding their insurance, investments*, and financial needs which also encompasses offering investment advisory services.

Of utmost importance to him is caring for and servicing his clients.

As a Certified Financial Planner® Practitioner, he has undergone rigorous education and testing to meet the standards set by the Certified Financial Planner Board of Standards. He has also obtained additional Professional designations: Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) through the American College of Financial Servies, Bryn Mawr, PA.

Jay has been an Investment Adviser Representative of ESI Financial Advisors since Feb. 2002. Whether it is an existing client or a new client attention is given to being understanding towards their level of risk, needs, time horizon, and coordinating their investments with their Financial, Retirement, and Estate Plans. Various Institutional, and Non-Institutional investment portfolios may also be considered. Of utmost importance is periodically meeting, reviewing and monitoring investment results.

He is a member of the Financial Planning Association and the Central Connecticut Business and Estate Planning Council, on whose Executive Committee he serves as President.

He resides in Cromwell with his wife Linda and their children.

Qualifications CRD#: 1499392
FirmCRD#: ---
Series 6, 63, 65

Compensation/Fees I am a Fee-Based financial professional, Based on Assets, Commissions, Hourly


Office Location 624 Hebron Ave.,
Glastonbury,CT  06033

Phone Number (860)4301977


About Maffe Financial Group

Jay Klein CFP, ChFC, CLU ABOUT MAFFE FINANCIAL GROUP
*Affiliated with Maffe Financial Group
*Additional resources and support providing high quality services.
*Access to many financial service and insurance companies to allow an independent, creative approach to help meet the needs, goals, and objectives of each client.
*Additional in-house support utilizing a team approach while drawing from each individual's expertise.




Financial Engines Advisors, LLC

Joined Financial Engines in 2005. Began his career in the financial services industry in 1980.
Successfully completed the Series 4, 7, 24, 53, 63, and 65 examination(s) administered by FINRA.
Board member of The Adoptive Parents Committee and President of the Enfield Dolphins Recreational Swim Team.
Hometown is Bay Shore, N.Y.
Married to Susan. They have five children: Shawn Marie, Michael, John, Allison, and Robert.

Qualifications CRD#: 1921131
FirmCRD#: 104510
Series 4, 7, 24, 53, 63, 65

Compensation/Fees I am a Fee-Based financial professional


Office Location 601 North Main Street,
East Longmeadow,MA  01028

Phone Number (413)2711147


About Financial Engines Advisors, LLC

Jim Furlong Financial Engines is America’s largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals.

1For independence methodology and ranking, see Investment News RIA Data Center.




Financial Engines Advisors, LLC

Joined Financial Engines in 2016. Began his career in the financial services industry in 2008.
Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA.
Earned the CERTIFIED FINANCIAL PLANNER TM (CFP® certification(s).
Bachelor's Degree in English from State University of New York at Albany.
Married to Amanda. They have one child: Alex. Christian enjoys fishing, both fresh and salt water.

Qualifications CRD#: 5541530
FirmCRD#: 104510
Series 6, 7, 63, 66

Compensation/Fees I am a Fee-Based financial professional


Office Location 1000 Bald Hill Road,
Warwick,RI  02886

Phone Number (401)9213331


About Financial Engines Advisors, LLC

Christian Grundel Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).




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Milestone Asset Management Group Avon, CT

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