Ken Tumolo, CFP
Johnson Brunetti

Tel: (860) 372-4800
100 Great Meadow Road Suite 502
Wethersfield, CT 06109

Retirement and Investment Specialists

Johnson Brunetti | Financial Advisor in Wethersfield ,CT


About Johnson Brunetti

    5 Years of Experience


  • CRD# 6219688
  • Firm CRD# 171168
  • Insurance License# CT - 2440365, MA-1956588, NH-2326915, OH - 1085675
  • SEC File# SEC File#
  • Series: 7, 66
Connect With an Expert Financial Advisor and Get Answers

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


General Information

Firm Start Year:   2004
No.of Employees:   20-49
Insurance License#:   CT - 2440365, MA-1956588, NH-2326915, OH - 1085675
States Licensed in:   RIA Only Registered as an IAR in CT and MA Firm is notice filed in: CT,FL,MA,ME,NC,NH,NY,PA,SC,TX,VA
Number of Years with Current Firm:   5


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Health , Life , Long Term Care
Financial Organization Memberships:   Financial Planning Association (FPA)



Faqs

  • What are your qualifications? What is your education background? Most of our financial advisors have the Professional Designation CERTIFIED FINANCIAL PLANNER"
  • What is your approach to financial planning? We analyze your current financial situation by reviewing with you all of the information you provide. Then by talking with you and identifying your specific areas of concern we will be able to determine your needs and goals and make recommendations that are tailored to you.
  • What services do you offer? Retirement Planning, Investment Management, IRA and 401(k) Guidance, Estate Planning, Asset Protection,Social Security Analysis Long-Term Care, ROTH Conversions
  • How many clients do you currently manage? As a firm we manage over 3,000 households
  • Will you be the only person working with me? At Johnson Brunetti we assign a team to each client. This ensures you will have better service and better response time when you need to reach out to someone.
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Disclaimer

Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.

Ken Tumolo, CFP

Ken Tumolo, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant


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.

Communities Served

all of Connecticut and Massachusettes

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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