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Qualifications of Financial Advisor in Guilford

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Financial Advisors in Guilford, Connecticut
Financial Advisor Office Location Phone Number
Ken Tumolo, CFP,
Johnson Brunetti
100 Great Meadow Road Suite 502,
Wethersfield, CT  06109
(860) 372-4800
Sam Chang CFA®,
Capitol Region Group
828 Sullivan Avenue,
South Windsor, CT  06074
(860) 474-3600
Jim Furlong,
Financial Engines Advisors, LLC
360 Bloomfield Avenue,
Windsor, CT  06095
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 Guilford

Qualifications CRD# 6219688
FirmCRD# 171168
Series 7, 66

Office Location 100 Great Meadow Road Suite 502,
Phone Number (860) 3724800

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.

About Johnson Brunetti

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

Qualifications CRD# 4240986
Series 7, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee

Office Location 828 Sullivan Avenue,
South Windsor,
Phone Number (860) 4743600

Worked on Wall Street for the first 16 years of his career - on a team that managed several mutual funds. Has a Chartered Financial Analyst (CFA) designation which is widely regarded as the most difficult designation to attain for investment professionals, especially in the areas of research and portfolio management. Married with three children. Board of Directors of the Manchester Area Council of Churches. Lived in Hawaii for 4 years. Supports St. Francis Hospital, Children International and Camp Calumet. BA in Economics from Trinity College, Hartford, CT. I am licensed to do business in CT, MA, ME, NC, and NY.

About Capitol Region Group

The Capitol Region Group of Thrivent Financial offers a fee-based financial planning, investment management and protection strategy advisory service. We help our clients, entrepreneurs and professionals, implement a best practices, holistic, multi-generational household financial plan for their families. We have experience across the investing industry with success identifying quality business and investment opportunities. We also bring a deep knowledge spanning commercial real estate finance and ultra high net worth wealth management. We can work with a client's existing team of professionals or help adjust or build an effective team. We offer new prospects a 10-15 min phone conversation to learn about us, our services, and fees, and to answer their questions. We also take that opportunity to learn about them as well. If interested, we then offer a 1 hour consultation (in person or via Skype) to help prospects start building their financial strategy and make a decision on our service. We also have two offices in the Greater Hartford area: South Windsor and West Hartford.

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

Compensation/Fee I am a Fee-Based financial professional

Office Location 360 Bloomfield Avenue,
Suite 301,
Phone Number (413) 2711147

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

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.

About Financial Engines Advisors, LLC

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).

List of Additional Financial Advisors in or around Guilford, Connecticut
United Capital Financial Advisers, LLC Westport, CT