Home > Financial Advisors > Connecticut > Oakdale

Find Top Financial Advisors in Oakdale


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Oakdale. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Oakdale

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Oakdale, Connecticut
Financial Advisor Office Location Phone Number
Robert Henderson,
Lansdowne Wealth Management, LLC
31 Willow St,
Mystic, CT  06355
(860) 245-5078
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
(413) 271-1147
Christian Grundel,
Financial Engines Advisors, LLC
1000 Bald Hill Road,
Warwick, RI  02886
(401) 921-3331
Jim Furlong,
Financial Engines Advisors, LLC
601 North Main Street,
East Longmeadow, MA  01028
(413) 271-1147

Information on Qualified Financial Advisors in Oakdale

Qualifications CRD# 5089860
FirmCRD# 155422
Series 63, 66

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


Office Location 31 Willow St,
Mystic,
CT 
06355
Phone Number (860) 2455078

Robert C. Henderson is the President and Advisor at LWM. Prior to founding the firm, Mr. Henderson was a financial advisor with a nationally recognized brokerage firm. His previous experience included numerous senior corporate financial positions, including Director of Finance and Accounting and Controller positions. Mr. Henderson holds a BS degree in Accounting from Bentley University, earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning, and is a Certified Divorce Financial Analyst (CDFA).

About Lansdowne Wealth Management, LLC

Lansdowne Wealth Management, LLC ("LWM") is an independent, fee-only financial advisor firm based in Mystic, CT. Our clients depend on us to provide personalized, thoughtful service and advice. As a fee-only Registered Investment Advisor, we present you with objective, independent guidance for achieving your goals. Successful individuals and families in southeastern Connecticut, Rhode Island and throughout the United States rely on us to guide the way so they can be confident in their futures. Our goal is to provide our clients with the most complete Asset Management and Financial Planning services available. From the very beginning, our objective is to provide individual investors with the same level of sophisticated management as institutional investors. We are proud to say that the services our clients receive rival that of large institutions. In addition to providing portfolio management services, we also provide our clients with the opportunity to access our comprehensive Fee-Only Financial Planning and Wealth Management services.



Qualifications CRD# 6219688
FirmCRD# 171168
Series 7, 66


Office Location 100 Great Meadow Road Suite 502,
Wethersfield,
CT 
06109
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,
CT 
06074
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,
Windsor,
CT 
06095
Phone Number (413) 2711147

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).



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

Compensation/Fee I am a Fee-Based financial professional


Office Location 1000 Bald Hill Road,
Suite 5,
Warwick,
RI 
02886
Phone Number (401) 9213331

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.

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).



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

Compensation/Fee I am a Fee-Based financial professional


Office Location 601 North Main Street,
East Longmeadow,
MA 
01028
Phone Number (413) 2711147

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).