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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- 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
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 15 years of experience in the finance industry.
Robert is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, 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...
Michael Lariviere (CRD# 4217018) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 23 years of experience in the finance industry. Michael Lariviere 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Kevin Looby (CRD# 2821788) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 27 years of experience in the finance industry. Kevin Looby 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Marcinek (CRD# 4559959) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 24 years of experience in the finance industry. Robert Marcinek 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Lisa McMinn (CRD# 4331241) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 21 years of experience in the finance industry.
Jeffrey Mehler (CRD# 2766229) is an Investment Advisor Representative working at Jeffrey N. Mehler, Cfp LLC in Essex, CT and has over 27 years of experience in the finance industry. Jeffrey Mehler 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Bryan Murphy (CRD# 2537912) is an Investment Advisor Representative working at Alchemi Wealth, LLC in Essex, CT and has over 29 years of experience in the finance industry.
Nicholas Naumann (CRD# 5953129) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 12 years of experience in the finance industry.
Kevin Nolan (CRD# 2637999) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 28 years of experience in the finance industry. Kevin Nolan 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Dennis O'connor (CRD# 1541112) is an Investment Advisor Representative working at Brae Head, Inc. in Essex, CT and has over 37 years of experience in the finance industry.
Michael O'rourke (CRD# 1551838) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 31 years of experience in the finance industry.