Distance Only , CT
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Barron Financial is a personal wealth management firm that was founded on the principal of providing independent, objective financial advice to our clients. We manage or oversee more than $75 million in client assets and maintain low client-to-advisor ratios which we believe is critical to delivering personalized, best-in-class wealth management services for our clients.
Timothy Baker, CFP® is the founder and CEO of WealthShape, an independent wealth management firm dedicated to fiduciary advice and evidence based investment management.
Timothy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 10 years of experience in the finance industry.
Robert is a fee-only financial planner, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic area. While some brokers...
Donald Ratté (CRD# 2335156) is a Certified Financial Planner (CFP) / Financial Advisor working at Ameriprise Financial Services, Inc. in East Hartford, CT and has 30 years of experience in the Financial Planning and Investment industry. Don's areas of focus are:
- Retirement Planning Strategies
- Retirement Income Strategies
- Investment Management
- Saving for Education
- Estate Planning Strategies
Don was recognized as a Five Star Wealth Manager by Connecticut Magazine for years 2011, 2012, 2013, 2014, and 2015.
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Scholtz & Company is an investment management firm which provides customized investment services to individuals and institutions. Specifically, Scholtz & Company manages its clients' individual investment accounts to help build and maintain a bright financial future. At Scholtz & Company, we are committed to building lifelong client relationships by providing exceptional service, personalized portfolios and superior long-term performance. These are goals we have been successfully achieving since our firms beginning.