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Qualifications of Financial Advisor in East Longmeadow

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Financial Advisors in East Longmeadow, Massachusetts
Financial Advisor Office Location Phone Number
Jim Furlong
Edelman Financial Engines, LLC
601 North Main Street,
East Longmeadow, MA  01028
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
Chris Forsyth
Edelman Financial Engines, LLC
74 Batterson Park Road,
Farmington, CT  06032
(860) 269-4330
Christian Grundel
Edelman Financial Engines, LLC
1000 Bald Hill Road,
Warwick, RI  02886
(401) 921-3331

Information on Qualified Financial Advisors in East Longmeadow

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

Compensation/Fee Fee Based Only - No Commissions


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

Office Location 360 Bloomfield Avenue,
Suite 301,
Windsor,CT  06095

Joined Edelman 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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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# 2793009
FirmCRD# 104510
Series 7, 9, 10, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 74 Batterson Park Road,
2nd Floor,
Farmington,
CT 
06032
Phone Number (860) 2694330

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 1996. Earned the Certified Financial Planner certification(s). Bachelor's degree in Sociology from State University of New York College at Oswego.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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

Compensation/Fee Fee Based Only - No Commissions


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

Joined Edelman 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 PLANNERTM (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 Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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